Investment Consultant (DC Pensions)

International Catalyst Services, LLC; Manchester; Hybrid; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is looking for an Investment Consultant to join their dynamic DC Pensions team. This role involves providing expert investment advice to a diverse range of institutional clients, creating innovative investment strategies, and building strong client relationships. The company values professional development and offers a vibrant, inclusive culture where you can thrive. If you are passionate about investment consulting and eager to make a significant impact, this opportunity is perfect for you. Join a team that is committed to leading change and optimizing retirement outcomes for clients in a rapidly evolving market.

Benefits

Professional Development Opportunities

Inclusive Work Environment

Flexible Work Options

Supportive Leadership

Qualifications

• Relevant professional qualifications such as IMC, FIA/FFA or CFA.
• Experience in Defined Contributions Consultancy or similar leadership roles.

Responsibilities

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

Skills

Investment Consulting

Client Relationship Management

Communication Skills

Investment Strategy Development

Education

IMC

FIA/FFA

CFA

Job description

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 we do this by being true drivers of change through educating, providing tools and services to optimise employer retirement outcome. This role has been hand crafted to do just that!

We will count on you to:

• 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
• Create and evaluate investment strategies and their impact for large and jumbo market clients
• Build new and develop existing business through maintaining relationships, networking, attending events, seminars using your position as a knowledgeable expert in DC
• Grow a book of retainer and project relationships through new business presentations, RFP responses, and join calling with other colleagues, both within IC and cross-LOB
• Maintain marketplace visibility through public speaking engagements, participating in professional societies and publication or articles in appropriate trade journals
• Create project work plans and monitor timeline and budgets
• Determine clients' requirements and brief the team as appropriate, providing the direction and guidance required to ensure deadlines and service standards are met
• Peer review reports, adding client specific information and ensuring client suitability

What you need to have:

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

What makes you stand out?

• Ability to develop strong working relationships with colleagues, clients and provider contacts at all levels
• 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 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. 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 applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at [e-mail].

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.