Senior Investment Consultant (DC Pensions)

TN United Kingdom; Bristol; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Investment Consultant to join their UK DC Pensions team in Bristol. This role involves providing expert investment advice to complex clients, enhancing retirement outcomes through strategic investment management. The ideal candidate will possess relevant professional qualifications and a strong understanding of DC pension products. With a commitment to professional development and an inclusive culture, this company offers a vibrant work environment and opportunities for career growth. Join a team that values flexible work arrangements and promotes diversity and inclusion.

Benefits

Professional Development

Flexible Work Arrangements

Inclusive Culture

Career Growth Opportunities

Qualifications

• Professional qualifications in investment consulting such as IMC, FIA/FFA, or CFA.
• Experience in a Defined Contributions context or leadership role.

Responsibilities

• Provide investment advice on objectives, policy, and manager selection.
• Develop and evaluate investment strategies for large clients.

Skills

Investment Consulting

Client Relationship Management

Communication Skills

Knowledge of DC Pension Products

Education

IMC

FIA/FFA

CFA

Job description

Job Title: Senior Investment Consultant (DC Pensions) - Bristol

Company:

Mercer, a business of Marsh McLennan

Location:

Bristol, United Kingdom

Category:

Finance

Job Reference:

d4a1f0684d54

Job Views:

3

Posted:

02.05.2025

Expiry Date:

16.06.2025

Job Description:

Overview:

Mercer is seeking a Senior Investment Consultant to join our UK DC Pensions team. As a Lead Consultant, you will provide investment advice to our larger and complex clients, helping them optimize their retirement outcomes. Mercer is known for its innovative approach and market leadership in the UK.

Responsibilities:

1. Provide investment advice on investment objectives, policy, manager selection, and monitoring.
2. Develop and evaluate investment strategies for large clients.
3. Build and maintain client relationships through networking, seminars, and events.
4. Grow business through presentations, RFP responses, and cross-team collaborations.
5. Enhance marketplace visibility via speaking engagements and publications.
6. Create and monitor project work plans, timelines, and budgets.
7. Understand client requirements and guide the team accordingly.
8. Review reports for client suitability and accuracy.

Requirements:

1. Relevant professional qualification (IMC, FIA/FFA, CFA).
2. Experience advising in a Defined Contributions context or leadership role.
3. Knowledge of DC pension products and distribution channels.
4. Excellent communication and client relationship management skills.

Preferred Qualities:

1. Ability to develop strong relationships at all levels.
2. Commercial acumen and client-focused consulting skills.

Why Join Us:

We offer professional development, a vibrant inclusive culture, and career growth opportunities. Our scale allows us to provide comprehensive benefits to support your well-being.

Mercer, part of Marsh McLennan, is committed to diversity and inclusion. We promote flexible work arrangements, including hybrid work models, with at least three days in the office per week.