Investment Consultant (DC Pensions)

Marsh & McLennan Companies; London; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Investment Consultant to join its dynamic team in London. This exciting role involves providing expert investment advice to institutional clients, developing innovative strategies, and maintaining strong client relationships. The ideal candidate will possess relevant qualifications and experience in the Defined Contributions market, along with excellent communication skills. Join a vibrant and inclusive culture that fosters professional growth and offers a range of benefits to enhance your well-being. If you're ready to make a significant impact in the investment sector, this opportunity is for you.

Benefits

Professional Development Opportunities

Supportive Leadership

Flexible Work Environment

Inclusive Culture

Qualifications

• Relevant professional qualification such as IMC, FIA/FFA, or CFA.
• Experience providing investment advice in a Defined Contributions Consultancy.

Responsibilities

• Provide investment advice to institutional clients on investment objectives.
• Create and evaluate investment strategies for large market clients.

Skills

Investment Advice

Client Relationship Management

Communication Skills

Investment Products Knowledge

Education

IMC

CFA

FIA/FFA

Job description

Company: Mercer

Investment Consultant (DC Pensions)

Mercer is seeking an Investment Consultant to join our specialist and fully integrated UK DC Pensions team. You will be responsible for providing investment advice on our larger and more complex clients.

Mercer has one of the largest teams in the UK, and we understand that the market landscape is changing at an unprecedented pace. Customer and client expectations are constantly evolving, companies are merging at historic rates, and technology is developing faster than the market can keep up with. That’s why we need to ensure we are leading by example and doing this by being true drivers of change through educating, providing tools, and services to optimize employer retirement outcomes. This role has been crafted to do just that!

We will count on you to:

1. Provide investment advice to a wide range of institutional clients on the determination of investment objectives, establishment of investment policy, selection of investment managers, and the monitoring of investments.
2. Create and evaluate investment strategies and their impact for large and jumbo market clients.
3. Build new and develop existing business through maintaining relationships, networking, attending events, seminars, using your position as a knowledgeable expert in DC.
4. Grow a book of retainer and project relationships through new business presentations, RFP responses, and joint calls with colleagues within IC and cross-LOB.
5. Maintain marketplace visibility through public speaking engagements, participating in professional societies, and publishing articles in trade journals.
6. Create project work plans and monitor timelines and budgets.
7. Determine clients' requirements and brief the team accordingly, providing the necessary guidance to meet deadlines and service standards.
8. Peer review reports, adding client-specific information, and ensuring client suitability.

What you need to have:

1. Relevant professional qualification such as IMC, FIA/FFA, or CFA.
2. Experience providing investment advice in a Defined Contributions Consultancy and/or leadership role (or similar).
3. Knowledge of investment products and distribution, specifically in the DC pensions market.
4. Excellent client and communication skills, with experience managing client relationships.

What makes you stand out?

1. Ability to develop strong working relationships with colleagues, clients, and provider contacts at all levels.
2. A commercial focus with excellent client consulting skills.

Why join our team:

We help you be your best through professional development opportunities, interesting work, and supportive leaders.

We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities.

Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy, and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build confidence to thrive through the power of perspective. For more information, visit mercer.com or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive, and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by law. We are an equal opportunities employer and committed to providing reasonable adjustments for candidates with disabilities. If you require adjustments, please contact us at [e-mail].

Marsh McLennan supports hybrid work, including remote work and in-office collaboration. All colleagues are expected to be in their local office or working onsite with clients at least three days a week, with designated 'anchor days' for full team presence.