At a Glance
- Tasks: Support strategic development of investment advisory services for Partner Funds.
- Company: Join Border to Coast, the largest LGPS pool in the UK, focused on sustainability.
- Benefits: Collaborative culture, commitment to diversity, and a chance to make a real impact.
- Other info: Dynamic environment with opportunities for growth and innovation.
- Why this job: Be part of a team that secures pensions for over a million people.
- Qualifications: Experience in investment advisory and knowledge of capital markets required.
The predicted salary is between 50000 - 70000 € per year.
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.
Responsibilities
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:
- Implementation Advice
- Responsible Investment
- Local Investment
- Other Ongoing & ad hoc Investment Advice and Engagement
Qualifications
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.
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 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.
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
Border to Coast Pensions Partnership is an exceptional employer, offering a collaborative and sustainable work culture that prioritises integrity and innovation. Located in Leeds, we provide our employees with meaningful opportunities for growth and development while securing the pensions of over a million individuals. Join us to be part of a dedicated team that makes a real difference in the community and enjoy the benefits of working in a customer-focused organisation committed to diversity and inclusion.
Contact Detail:
Border To Coast Pensions Partnership Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Investment Advisor in Leeds
✨Tip Number 1
Network like a pro! Reach out to current employees at Border to Coast on LinkedIn. A friendly message can go a long way in getting your foot in the door and showing your genuine interest in the company.
✨Tip Number 2
Prepare for those interviews! Research common questions for Investment Advisors and practice your responses. We want you to showcase your knowledge of capital markets and investment strategies confidently.
✨Tip Number 3
Showcase your passion for sustainability and collaboration. During interviews, share examples of how you've worked with teams to deliver impactful investment solutions. This aligns perfectly with Border to Coast's values!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our mission to make a difference in the LGPS.
We think you need these skills to ace Investment Advisor in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the Investment Advisor role. Highlight your experience in investment advisory and any relevant qualifications that align with what we’re looking for. A tailored CV shows us you’re serious about joining our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about investment advisory and how your skills can contribute to our mission at Border to Coast. Keep it engaging and personal – we want to get to know you!
Showcase Your Experience:When detailing your past roles, focus on specific achievements and responsibilities that relate to the job description. We love seeing how you’ve made an impact in previous positions, especially in areas like ALM analysis and strategic asset allocation.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Border To Coast Pensions Partnership
✨Know Your Investment Stuff
Make sure you brush up on your knowledge of actuarial and pension investment concepts. Be ready to discuss Asset and Liability Management (ALM) analysis and strategic asset allocation, as these are key areas for the role.
✨Showcase Your Collaborative Spirit
Border to Coast values collaboration, so be prepared to share examples of how you've worked with different teams in the past. Highlight any experiences where you partnered with stakeholders to deliver successful projects.
✨Demonstrate Your Long-Term Vision
Think about how you can interpret a long-term vision into actionable plans. Be ready to discuss how you’ve developed strategies that align with a company’s goals, especially in the context of investment advisory services.
✨Be Ready for Real-World Scenarios
Prepare for situational questions that may ask how you would handle specific investment challenges or client scenarios. This will help demonstrate your problem-solving skills and ability to tailor solutions for clients.
