Investment Advisor in Leeds

Investment Advisor in Leeds

Leeds Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support strategic development and delivery of investment advisory services to Partner Funds.
  • Company: Join Border to Coast, the largest LGPS pool in the UK, focused on sustainable investments.
  • Benefits: Collaborative culture, commitment to diversity, and a chance to make a real difference.
  • Why this job: Be part of a transformative team that secures pensions for over a million people.
  • Qualifications: Experience in investment advisory, knowledge of capital markets, and strong analytical skills.
  • Other info: Dynamic environment with opportunities for professional growth and impactful work.

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

An opportunity to make a difference. At Border to Coast our purpose is to make a difference and we’re looking for an experienced investment focused Business Consultant to join our award-winning team. You will play a pivotal role in our transformation, partnering with stakeholders and project teams across the business to deliver key components of a material transformation programme including the enterprise re-platforming of our investment processes, the addition of new investment management and advisory services and the support for scale as we onboard incoming Partner Fund Assets.

As a customer-owned and customer-focused organisation, integrity is one of our values, as is our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. We’re the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term.

The role – what you’ll be doing: Reporting to the Head of Advisory, the Investment Advisor will support strategic development of Border to Coast’s investment advisory function and its service delivery to Partner Funds. Working in partnership with the CRM team and Investment functions, the investment advisor will play a key part in delivery of advisory services to Partner Funds, including:

  • Investment Strategy
  • Strategic Risk management
  • Implementation Advice
  • Responsible Investment
  • Local Investment
  • Other Ongoing & ad hoc Investment Advice and Engagement

About you - and the value you’ll bring to our team: Established Investment Advisory / Consultant experience supporting Institutional customers; Knowledge of actuarial, and pension investment concepts such as Asset and Liability Management (ALM) analysis, strategic asset allocation and risk tolerance assessment; Broad knowledge of capital markets and familiarity with all asset classes including alternative and private market assets; Experience in working with Investment Research teams in tailoring solutions for clients; Ability to interpret a long-term vision and conceptual thinking to assist in developing actionable delivery plans.

About Us: Border to Coast is the largest LGPS (Local Government Pension Scheme) pool in the UK. It is owned by 11 Local Government Pension Schemes (‘Partner Funds’). The Partner Funds represent 3,000 employers and over 1.1 million members. The Partner Funds are Bedfordshire, Cumbria, Durham, East Riding, Lincolnshire, North Yorkshire, South Yorkshire, Surrey, Teesside, Tyne and Wear and Warwickshire. The Partner Funds have £65.3bn in investments, of which Border to Coast is responsible for managing £55.4bn (as of 31 March 2025) across equities, fixed income, private markets, and global and UK real estate. In addition, seven LGPS funds have confirmed their intention to join the pool, extending our collaborative partnership. The seven funds are Cambridgeshire, East Sussex, Essex, Hertfordshire, Kent, Northamptonshire and West Sussex, collectively they have c.£45bn of investments.

Border to Coast’s purpose is to make a difference for the LGPS. We do this by working in partnership for a sustainable and better tomorrow through innovation, expertise, scale, and good governance. We are proud of the values that underpin our partnership — collaboration, sustainability, and integrity. We are committed to building a diverse and inclusive team and welcome applications from candidates of all backgrounds. If you’re energised by challenge, inspired by collaboration, and ready to help a firm with ambition and heart, we’d love to hear from you.

Investment Advisor in Leeds employer: Border to Coast Pensions Partnership

At Border to Coast, we pride ourselves on being a customer-owned organisation that values integrity, collaboration, and sustainability. As the largest LGPS pool outside London or Edinburgh, we offer our Investment Advisors not only the chance to contribute to meaningful pension solutions for over a million members but also a supportive work culture that fosters professional growth and innovation. Join us in Leeds, where you can make a tangible difference while enjoying a diverse and inclusive environment that champions your career development.
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Contact Detail:

Border to Coast Pensions Partnership Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Advisor in Leeds

✨Network Like a Pro

Get out there and connect with people in the investment world! Attend industry events, join relevant online forums, and don’t be shy about reaching out to folks on LinkedIn. Building relationships can open doors that a CV just can’t.

✨Showcase Your Expertise

When you get the chance to chat with potential employers, make sure to highlight your knowledge of investment strategies and risk management. Share specific examples of how you've helped clients in the past – it’ll show you’re the real deal!

✨Prepare for Interviews

Do your homework before any interview! Understand Border to Coast’s mission and values, and think about how your experience aligns with their goals. Prepare some thoughtful questions to ask them too – it shows you’re genuinely interested.

✨Apply Through Our Website

Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re keen on joining our team at Border to Coast.

We think you need these skills to ace Investment Advisor in Leeds

Investment Advisory
Consulting Experience
Asset and Liability Management (ALM) Analysis
Strategic Asset Allocation
Risk Tolerance Assessment
Capital Markets Knowledge
Alternative and Private Market Assets Familiarity
Client Solution Tailoring
Long-term Vision Interpretation
Actionable Delivery Plan Development
Stakeholder Engagement
Project Management
Responsible Investment Knowledge
Strategic Risk Management

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Investment Advisor role. Highlight your experience in investment advisory and how it aligns with our mission at Border to Coast. We want to see how you can make a difference!

Showcase Your Skills: Don’t just list your qualifications; demonstrate them! Use specific examples from your past roles that showcase your knowledge of capital markets, risk management, and client engagement. We love seeing real-world applications of your skills.

Be Authentic: Let your personality shine through in your application. We value integrity and collaboration, so share your passion for sustainable investments and how you’ve worked with teams in the past. We’re looking for genuine connections!

Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!

How to prepare for a job interview at Border to Coast Pensions Partnership

✨Know Your Investment Concepts

Brush up on your knowledge of actuarial and pension investment concepts like Asset and Liability Management (ALM) analysis and strategic asset allocation. Being able to discuss these topics confidently will show that you understand the core principles that drive the role.

✨Showcase Your Collaborative Spirit

Since Border to Coast values collaboration, be prepared to share examples of how you've successfully worked with teams in the past. Highlight any experiences where you partnered with stakeholders or project teams to deliver results, as this aligns perfectly with their mission.

✨Demonstrate Your Market Knowledge

Familiarise yourself with current trends in capital markets and various asset classes, including alternative and private market assets. Being able to discuss recent developments or case studies will demonstrate your proactive approach and genuine interest in the field.

✨Prepare Thoughtful Questions

Think of insightful questions to ask during the interview about Border to Coast’s investment strategies or their approach to responsible investment. This not only shows your enthusiasm for the role but also your commitment to understanding their unique challenges and goals.

Investment Advisor in Leeds
Border to Coast Pensions Partnership
Location: Leeds
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