Job-ID: 1168Category: All JobsLocation: United Kingdom; Amersham, United Kingdom; Birmingham, United Kingdom; Bristol, United Kingdom; Cheltenham, United Kingdom; Glasgow, United Kingdom; Leeds, United Kingdom; Liverpool, United Kingdom; London, United KingdomSchedule: Full timePosted: We have an exciting new opportunity for an Investment Client Specialist to join our Investment Consulting area. This is a permanent, full-time role that can be based in any of our Glasgow, Bristol, Cheltenham, Birmingham, Amersham, Leeds, Liverpool or London offices, working on a hybrid basis. A snapshot of your day:Reviewing/checking investment performance reportsDrafting investment advice to address the specific needs of clientsCarrying out miscellaneous calculationsAssisting with investment manager researchCalculating liability projections and analysing actuarial valuation results and cashflow projectionsCarrying out analysis of investment strategies Training and developing junior members of the teamGeneral consultancy, dealing with telephone queries and day-to-day correspondence from clients Client management, taking responsibility for allocation and completion of work, and meeting deadlines, working directly with senior members of the client teams. Taking on the role of client
Investment Client Specialist in Kennington employer: Barnett Waddingham
Barnett Waddingham is an exceptional employer, offering a dynamic work environment in Bristol that fosters professional growth and development. With a strong commitment to employee well-being, we provide competitive benefits, including a discretionary annual bonus, extensive training opportunities, and a range of voluntary perks tailored to enhance your lifestyle. Join us at this exciting time in pension administration, where your contributions will be valued and rewarded as part of a supportive and collaborative team.
