Senior Investment Consultant

Howden; Glasgow; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

Life cover 4x salary

Income protection 75%

Private medical insurance

Pension scheme

Annual leave 25 days

Flexible benefits

Job summary

Howden is seeking a Senior Investment Consultant to join our Investment Consulting team on a permanent, full-time basis with hybrid working across UK offices.

You will check calculations, model liabilities, lead client meetings and drive new business pitches while mentoring juniors. The role requires an actuary or CFA, CPD compliance, and strong presentation skills.

Qualifications

• Qualified Actuary or CFA Charterholder and CPD regime is required.
• Completed and signed off from Field Based Training programme.
• IT skills to perform all aspects of work efficiently.
• Developed presentation skills to a larger audience and able to host meetings.

Responsibilities

• Check calculations, liability projections and analyse actuarial valuation results and cashflow projections.
• Carry out asset-liability modelling.
• Carry out miscellaneous calculations.
• Train and develop junior members of the team.
• Undertake PD reviews for junior members and provide coaching.
• Provide investment training to other business areas.
• Draft and issue investment advice.
• Present advice to clients at meetings.
• Assist with investment manager research.
• Lead the provision of advice to investment clients.
• Prepare management reports and business plans.
• Lead and assist with new business pitches and develop opportunities with existing clients.

Skills

Actuary qualification

CFA Charterholder

IT skills

Presentation skills

Job description

Join us at a genuinely exciting moment for Investment Consulting. As part of the rapidly growing Howden employee benefits business, opportunities for development have never been stronger. We are investing in our people, our teams and our operating model, creating clear routes for progression and long rewarding careers.

We have an exciting new opportunity for a Senior Investment Consultant to join our Investment Consulting area. This is a permanent, full-time role that can be based in any of our UK offices, working on a hybrid basis.

A snapshot of your day:

• Checking calculations, liability projections and analysing actuarial valuation results and cashflow projections
• Carrying out asset-liability modelling
• Carrying out miscellaneous calculations
• Training and developing junior members of the team
• Undertaking Personal Development Reviews for junior members of the team and carrying out performance coaching
• Providing investment training to members of other Business Areas
• Drafting and issuing investment advice
• Presenting advice to clients at meetings
• Assisting with investment manager research
• Leading the provision of advice to investment clients
• Preparing management reports/business plans as required
• Leading and assisting with new business pitches and developing investment consulting opportunities with existing clients

We would like to hear from you if you have:

• Qualified Actuary or CFA Charterholder and comply with CPD regime
• Successfully completed and been signed off from the firm’s Field Based Training programme
• IT skills to perform all aspects of work efficiently
• Developed presentation skills to a larger audience, and able to host meetings.

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