Senior Investment Consultant - DC Pensions

Marsh & McLennan Companies; Bristol; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A global leader in financial services is seeking a Senior Investment Consultant to join the UK DC Pensions team in Bristol. This role involves providing investment advice to clients, creating strategies, and maintaining business relationships. The ideal candidate will have a relevant professional qualification and experience in the DC pensions market, along with strong client management skills. The position supports hybrid work and promotes professional development within a collaborative environment.

Benefits

Professional development opportunities

Vibrant and inclusive culture

Career opportunities

Qualifications

• Relevant professional qualification such as IMC, FIA/FFA or CFA.
• Experience providing investment advice in a Defined Contributions Consultancy or similar role.
• Knowledge of investment products in the DC pensions market.

Responsibilities

• Provide investment advice to institutional clients.
• Create and evaluate investment strategies.
• Build and develop business relationships through networking.
• Maintain marketplace visibility through public speaking.
• Create project work plans and monitor timelines.

Skills

Investment advice

Client relationship management

Communication skills

DC pensions market knowledge

Education

Relevant professional qualification (IMC, FIA/FFA, CFA)

Job description

Senior Investment Consultant (DC Pensions)

Mercer is seeking a Senior 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 joint 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 an 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. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90 000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. 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 colour 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.