Investment Client Specialist

Barnett Waddingham; Greater London; Hybrid; GBP 65,000 - 85,000; Full time

Benefits offered by this job

Discretionary annual bonus

Life assurance 4x salary

Income protection 75% for up to 5 yrs

Private medical insurance

Pension: 5% employee + 10% employer

25 days annual leave (27 after 5 yrs)

Wellbeing and flexible benefits

Job summary

Barnett Waddingham is recruiting an Investment Client Specialist to join our Investment Consulting team on a permanent, full-time basis. The role supports clients across multiple UK offices in a hybrid working model.

Key duties include reviewing performance reports, drafting tailored investment advice, performing calculations, and assisting with manager research. You will also analyse liabilities and cashflow projections while developing junior staff and maintaining strong client relationships.

Qualifications

• Must have completed or be on track to complete.
• Prior experience in an investment analyst role.
• IT skills to perform all aspects of work efficiently.
• Developed presentation skills for a small audience.

Responsibilities

• Review investment performance reports and draft investment advice.
• Carry out calculations and assist with investment manager research.
• Analyze liability projections and cashflow projections.
• Support with investment strategy analysis and client communications.
• Manage client relationships and ensure deadlines are met.

Skills

IT skills

Presentation skills

Education

GCSE Maths

GCSE English

Job description

Investment Client Specialist United Kingdom and 8 more Trending

We have an exciting new opportunity for an Investment Client Specialist to join our Investment Consulting area. This is a permanent, full-time role that can be based in any of our Glasgow, Bristol, Cheltenham, Birmingham, Amersham, Leeds, Liverpool or London offices, working on a hybrid basis.

• Reviewing/checking investment performance reports
• Drafting investment advice to address the specific needs of clients
• Carrying out miscellaneous calculations
• Assisting with investment manager research
• Calculating liability projections and analysing actuarial valuation results and cashflow projections
• Carrying out analysis of investment strategies
• Training and developing junior members of the team
• General consultancy, dealing with telephone queries and day-to-day correspondence from clients
• Client management, taking responsibility for allocation and completion of work, and meeting deadlines, working directly with senior members of the client teams. Taking on the role of client account manager where appropriate, overseeing all work and building increasingly strong relationships with client
• Attending client meetings and taking an active role where applicable, helping to deliver investment advice to clients

We would like to hear from you if you have:

• Have completed or an expectation of completing
• Prior experience of working in an investment analyst role
• IT skills to perform all aspects of work efficiently
• Developed presentation skills to a small audience
• Minimum of GSCE Grade “5” or “C” in Maths and English

What’s in it for you:

• Competitive discretionary annual bonus.
• Core benefits including life assurance of four times salary, income protection of 75% of salary for up to five years, and single private medical insurance cover.
• A generous pension scheme with 5% employee contributions matched by a 10% employer contribution.
• 25 days’ annual leave, increasing to 27 days after five years’ service.
• Access to the Howden flexible benefits programme, offering a wide range of benefits and discounts to support your wellbeing, family life and lifestyle.
• The opportunity to be part of a growing global business where career development, collaboration and innovation are encouraged.

Accessibility

If you require reasonable adjustments or want more information on accessibility, please let us know

• Job Identification 1168
• Job Category All Jobs
• Posting Date 10/16/2026, 02:34 PM
• Locations United Kingdom Amersham, United Kingdom Birmingham, United Kingdom Bristol, United Kingdom Cheltenham, United Kingdom Glasgow, United Kingdom Leeds, United Kingdom Liverpool, United Kingdom London, United Kingdom
• Job Schedule Full time