Senior Investment Consultant

Aon Hewitt; Birmingham; On-site; GBP 70,000 - 100,000; Full time

Job summary

Aon seeks a Senior Investment Consultant to join its London team, focusing on enhancing investment strategies for insurance clients. This role involves advising on asset allocation, risk management, and building client relationships. Ideal candidates have extensive experience in the insurance investment sector and strong analytical skills.

Benefits

Comprehensive benefits package

Two Global Wellbeing Days annually

Agile work environment

Qualifications

• Experience in the insurance investment market, ideally in investment teams.
• Understanding of solvency capital requirements and key investment strategies.
• Strong communication skills and a collaborative mindset.

Responsibilities

• Developing Aon’s insurance investment proposition and solutions.
• Advising clients on investment strategies, asset allocation, and fund selection.
• Leading client projects and relationships, ensuring technical quality.

Skills

Sales

Client Relationship Management

Investment Strategy

Risk Management

Communication

Education

Degree in Finance or related field

Job description

Aon are currently recruiting a Senior Investment Consultant to join our UK insurance investment team in London. You will be primarily responsible for working with colleagues in this team (and other solution lines/geographies as needed) to help develop Aon’s insurance investment proposition and solutions and taking these to market.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.

The UK Insurance Investment Team

There are significant structural changes impacting the UK DB pension landscape and Aon Investments’ traditional client base. Diversifying the client base is therefore a key strategic priority, requiring Aon to deliver our innovative investment advice and services to other asset owners – in particular, insurance companies.

Current market conditions present several challenges and opportunities for insurance investors. As one of the world’s largest investment consulting firms (and one of the world’s leading (re)insurance brokers), Aon is uniquely placed to help insurers navigate these challenges and opportunities. Our expertise helps ensure our clients’ investment strategies are aligned with their broader objectives and that they deliver the desired investment outcomes. We help our clients increase efficiency within their portfolios, access best in class managers, address sustainable investment considerations, manage the full spectrum of risks and save money on investment related fees.

The FCA's Senior Managers & Certification Regime (SM&CR) applies to Aon from December 2019 and this role is subject to the relevant requirements of the Regime. The primary aim of SM&CR is to drive individual accountability for all roles within the Financial Services Sector. Aon must ensure those in senior roles, with the potential to cause significant harm to customers and the business of the firm, are deemed to be fit and accurate at all times and also to ensure everyone working in the sector adheres to a set of Conduct Rules and are held to account where they do not meet the right standards of behaviour.

What the day will look like

Your impact as a Senior Investment Consultant:

• Strong focus on revenue growth and securing new business.
• Prospecting for new business, identification of new opportunities and involvement in proposals and pitches.
• Supporting the growth of Aon’s profile in the insurance investment market by developing insightful insurance investment research and intellectual capital and taking this out to market.
• Advising clients on investment strategy, asset allocation, portfolio construction, hedging and risk management strategies, sustainable investment considerations and fund selection.
• Supporting the implementation of the business plan for growing revenue from insurance clients, taking ownership for specifically agreed tasks and effective delegation to more junior colleagues.
• Leading or supporting relationships with clients, with accountability for developing those relationships.
• Directing and delivering client projects.
• Taking overall responsibility for quality of technical work delivered to clients.
• Helping to further build the investment expertise within the wider team, through training and mentoring of more junior colleagues as necessary.
• Responsibility for working in accordance with the Aon UK Limited Risk Management Framework, and compliance with the Aon UK Limited policies, including participation in the management of risks (including completion of mandatory training) that may adversely affect the business, interests or reputation of any Group Company.

Skills and experience that will lead to success

Your knowledge and expertise:

• Several years’ experience working in the insurance investment market, for example within an investment team at an insurer or as part of a dedicated insurance investment team at a consulting firm.
• Demonstrable understanding of and familiarity with various insurance specific items, including but not limited to: solvency capital requirements under Solvency II/UK, rating agency capital models, matching adjustment, IFRS 9 and 17, etc.
• Familiarity with the key features of the asset classes and investment strategies typically found in insurance investment portfolios.
• Demonstrable knowledge about the insurance industry, including: services offered, regulatory considerations, industry drivers, key challenges, opportunities and the competitive landscape.
• High-level knowledge of the asset management universe and the range of funds/products available for insurance investors
• Experience of new business sales, responding to RFP’s and drafting of proposals.
• Hard working, diligent and independent
• Not afraid to take on new challenges and willing to push yourself beyond your comfort zone.
• A belief that you get back what you put in and a “can do” attitude.
• Strong written and verbal communication skills
• Great teammate who enjoys collaboration with others

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [e-mail]