Investment Consultant (DC Pensions)

Marsh & McLennan Companies; Manchester; Hybrid; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking an Investment Consultant to join their dynamic UK DC Pensions team. This role involves providing expert investment advice to a diverse range of institutional clients, crafting tailored investment strategies, and fostering strong relationships through networking and public speaking. With a commitment to professional development and an inclusive culture, this forward-thinking company offers a supportive environment where your expertise can drive meaningful change in the investment landscape. Join a team dedicated to innovation and excellence in achieving optimal retirement outcomes for clients.

Benefits

Professional Development Opportunities

Inclusive Culture

Flexible Work Environment

Health and Well-being Benefits

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 Management

Communication Skills

Networking

Education

IMC

FIA/FFA

CFA

Job description

Company: Mercer

Job Title: 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 rapidly. Customer and client expectations are evolving, companies are merging at historic rates, and technology is advancing faster than the market can keep up with. We aim to lead by example by being drivers of change through education, tools, and services that optimize employer retirement outcomes. This role has been designed to do just that!

We will count on you to:

1. Provide investment advice to a wide range of institutional clients on investment objectives, policy, manager selection, and monitoring investments.
2. Create and evaluate investment strategies and their impact for large and jumbo market clients.
3. Build new and develop existing business by maintaining relationships, networking, attending events, and seminars, leveraging your expertise in DC.
4. Grow your book of retainer and project relationships through presentations, RFP responses, and collaborative calls with colleagues within IC and cross-LOB.
5. Maintain marketplace visibility through public speaking, participating in professional societies, and publishing articles in trade journals.
6. Create project work plans, monitor timelines, and manage budgets.
7. Identify client requirements and guide the team to meet deadlines and service standards.
8. Peer review reports, add client-specific information, and ensure 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 or leadership role.
3. Knowledge of investment products and distribution, especially in the DC pensions market.
4. Excellent client management and communication skills.

What makes you stand out?

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

Why join our team:

We support your growth through professional development, engaging work, and supportive leadership.

We foster an inclusive culture where you can collaborate with talented colleagues to innovate and make an impact.

Our scale offers diverse career opportunities along with benefits to support your well-being.

Mercer, part of Marsh McLennan (NYSE: MMC), is a global leader in helping clients achieve their investment goals, shape the future of work, and improve health and retirement outcomes. Marsh McLennan operates in 130 countries with four main businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. With $24 billion in revenue and over 90,000 employees, we help build confidence to thrive through diverse perspectives.

For more information, visit mercer.com or follow us on LinkedIn and X.

We are committed to diversity, inclusion, and flexibility. We aim to attract and retain the best talent, embracing diversity across age, background, disability, ethnicity, gender, religion, and other characteristics protected by law. We provide reasonable accommodations for candidates with disabilities. For accommodations, contact [e-mail].

Marsh McLennan supports hybrid work, combining remote and in-office collaboration. Colleagues are expected to work onsite at least three days per week, with designated "anchor days" for full team in-person meetings.