Senior Investment Consultant - DC Pensions

Marsh & McLennan Companies; City of Edinburgh; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading consulting firm in the UK is seeking a Senior Investment Consultant specialized in DC Pensions. The ideal candidate will provide investment advice to institutional clients, develop business relationships, and possess relevant professional qualifications such as CFA. In this role, you'll contribute significantly to optimizing employer retirement outcomes and driving change within the rapidly evolving market.

Benefits

Professional development opportunities

Inclusive culture

Range of career opportunities

Qualifications

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

Responsibilities

• Provide investment advice to institutional clients.
• Create and evaluate investment strategies for clients.
• Build and maintain business relationships.
• Maintain marketplace visibility through public speaking.

Skills

Investment advice

Client relationship management

Communication skills

Networking

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 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

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].