Investment Consultant
Investment Consultant

Investment Consultant

Leeds Full-Time 36000 - 60000 ÂŁ / year (est.) No home office possible
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Aon

At a Glance

  • Tasks: Lead client relationships and support teams in delivering investment advice.
  • Company: Join Aon, a market leader in investment consulting with a diverse and inclusive culture.
  • Benefits: Enjoy hybrid working, global wellbeing days, and a supportive environment for personal growth.
  • Why this job: Be part of a dynamic team that drives positive outcomes and fosters innovation.
  • Qualifications: Strong client management skills and a passion for investment markets are preferred.
  • Other info: Flexible working options and a commitment to continuous learning await you at Aon.

The predicted salary is between 36000 - 60000 ÂŁ per year.

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Do you want an investment consulting role advising institutional clients supported by Aon’s breadth of specialist knowledge and expertise? Would you enjoy being part of a diverse team focused on driving positive outcomes for both clients and colleagues? If you’re passionate about joining an innovative and market leading business, then read on!

This is a hybrid working role with flexibility to work both virtually and from a range of Aon office locations including London, Bristol, Birmingham, Leeds and Edinburgh.

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 organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What The Day Will Look Like

As an Investment Consultant you will lead smaller client relationships and act as a support consultant for medium to large clients, overseeing the day-to-day deliverables and junior support team. You will deliver advice predominantly to defined benefit pension schemes but also endowments, charities, and other institutional clients. Given the breadth of capability at Aon, you will be supported by a team of dedicated client-facing colleagues as well as expertise from our many specialist teams such as risk & modelling, investment manager research, asset allocation and more.

Your Day-to-day Focus Will Include:

  • Working with Lead Consultants to build relationships with clients, as well as understand and solve the challenges they face
  • Driving business results through efficient delivery of client service and connecting and working with colleagues across Aon’s specialist teams
  • Identifying opportunities to innovate and drive efficiency
  • Developing junior colleagues into future consultants
  • Promoting an inclusive culture across Aon

How This Opportunity Is Different

At Aon, the opportunity is much wider than just the local consulting team. You’ll quickly build a network across different offices, business areas and Aon teams, working with a variety of clients. With a persistently developing investment backdrop, we quickly allocate teams and dedicate resource to respond to market developments, providing a vast array of opportunities for consultants to specialise and create their own role within the business.

Aon has a wealth of market-leading specialists prepared to support you in your role, producing thought-provoking content and assisting with the delivery of bespoke advice to clients. Continued investment in our infrastructure and systems that support our 50,000 strong global workforce ensures you can efficiently manage your time to drive value and business results.

There is a strong focus on sharing of ideas and working as a team within the UK investment team and more broadly across Aon. During each week there are multiple department wide video conference calls keeping consultants up to date on latest business results, ideas from specialist teams and opportunities for colleagues to put themselves forward to support new initiatives.

Recent joiner from a competitor: “At my previous company we had one person responsible for the vast majority of thought leadership and market updates. My mind was blown when I learned that at Aon we have dedicated teams of economists, risk settlement experts, a Responsible Investment specialist team, and more!. As well as making us so much more dynamic when responding or anticipating market or industry events, it also gives colleagues great opportunities to specialise in different emerging areas.”

Skills And Experience That Will Lead To Success

We’re looking for individuals with:

  • Strong experience of managing relationships with clients
  • Excellent communication skills and ability to distil complex information
  • Ability to manage small teams of colleagues and delegate effectively
  • Experience of direct people management (preferred)
  • Knowledge of investment markets and UK pension schemes (preferred);
  • A desire for new challenges!

How We Support Our Colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive 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, but we also recognise that flexibility goes beyond just the place of work… and we are all for it. We call this Smart Working!

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.

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on ReasonableAdjustments@Aon.com

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

  • Strong experience of managing relationships with clients
  • Excellent communication skills and ability to distil complex information
  • Ability to manage small teams of colleagues and delegate effectively
  • Experience of direct people management (preferred)
  • Knowledge of investment markets and UK pension schemes (preferred);
  • A desire for new challenges!

How We Support Our Colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive 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, but we also recognise that flexibility goes beyond just the place of work… and we are all for it. We call this Smart Working!

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.

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on ReasonableAdjustments@Aon.com

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

2564282

Seniority level

  • Seniority level

    Associate

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    General Business and Consulting

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Investment Consultant employer: Aon

Aon is an exceptional employer that fosters a dynamic and inclusive work culture, offering Investment Consultants the opportunity to thrive in a supportive environment. With flexible hybrid working arrangements across multiple UK locations, comprehensive benefits, and a strong focus on professional development, Aon empowers its employees to achieve their fullest potential while promoting wellbeing through initiatives like Global Wellbeing Days. Join a diverse team where innovation and collaboration drive success for both clients and colleagues.
Aon

Contact Detail:

Aon Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Consultant

✨Tip Number 1

Network with professionals in the investment consulting field. Attend industry events, webinars, or local meetups to connect with current consultants and learn about their experiences at Aon. This can give you valuable insights and potentially lead to referrals.

✨Tip Number 2

Familiarise yourself with Aon's recent projects and initiatives. Understanding their approach to investment consulting and the specific challenges they address will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the company.

✨Tip Number 3

Showcase your ability to manage relationships effectively. Prepare examples from your past experiences where you've successfully built and maintained client relationships, as this is a key aspect of the role. Highlight your communication skills and how you've distilled complex information for clients.

✨Tip Number 4

Research the latest trends in investment markets and UK pension schemes. Being knowledgeable about current market conditions and regulatory changes will not only prepare you for interviews but also position you as a well-informed candidate who can contribute to Aon's success.

We think you need these skills to ace Investment Consultant

Client Relationship Management
Excellent Communication Skills
Ability to Distil Complex Information
Team Management
Delegation Skills
Direct People Management Experience
Knowledge of Investment Markets
Understanding of UK Pension Schemes
Problem-Solving Skills
Adaptability to Market Changes
Analytical Skills
Networking Skills
Desire for Continuous Learning
Inclusive Leadership

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in managing client relationships and your knowledge of investment markets and UK pension schemes. Use specific examples to demonstrate your skills in communication and team management.

Craft a Compelling Cover Letter: In your cover letter, express your passion for the role and how you align with Aon's values of inclusivity and innovation. Mention your desire for new challenges and how you can contribute to driving positive outcomes for clients.

Showcase Relevant Experience: When detailing your work history, focus on roles where you managed teams or delivered client services. Highlight any achievements that demonstrate your ability to innovate and drive efficiency in your previous positions.

Prepare for Potential Questions: Think about how you would answer questions related to your experience with institutional clients and your approach to problem-solving. Be ready to discuss how you would promote an inclusive culture within the team.

How to prepare for a job interview at Aon

✨Showcase Your Relationship Management Skills

As an Investment Consultant, you'll be managing client relationships. Be prepared to discuss your previous experiences in building and maintaining client relationships, highlighting specific examples where you successfully addressed client needs.

✨Communicate Complex Information Clearly

Excellent communication skills are crucial for this role. Practice explaining complex investment concepts in simple terms, as you may need to distil intricate information for clients who may not have a financial background.

✨Demonstrate Team Leadership Abilities

You'll be expected to manage small teams and delegate tasks effectively. Share examples of how you've led teams in the past, focusing on your approach to mentoring junior colleagues and fostering an inclusive team culture.

✨Stay Informed About Market Trends

Knowledge of investment markets and UK pension schemes is preferred. Make sure to research current trends and recent developments in the investment landscape, as this will help you engage in informed discussions during the interview.

Investment Consultant
Aon
Location: Leeds
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