At a Glance
- Tasks: Provide innovative investment advice and maintain strong client relationships.
- Company: Join Gallagher, a leader in creating better workplaces and supporting diverse communities.
- Benefits: Enjoy 25+ days holiday, life insurance, health plans, and employee stock options.
- Other info: Inclusive culture with opportunities for volunteering and career growth.
- Why this job: Make a real impact in the finance world while helping others grow their investment knowledge.
- Qualifications: 5-10 years in investment, strong finance interest, and experience in business development.
The predicted salary is between 80000 - 100000 £ per year.
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.
Our Investment Portfolio Solutions team is a core strategic growth area for the business. We are looking to strengthen our (growing) team of 25 finance professionals who provide innovative investment advice to large global investors including Endowments, Charities, Wealth Managers, Local Authorities, Insurance Companies and Sovereign Wealth Funds.
This role offers the opportunity to work across a broad range of investment consulting activities, with responsibility for maintaining strong client relationships and production of advice spanning strategic asset allocation, fund selection, sustainable investment and risk management. Our team is client facing and, as consultants, we have overall responsibility for investment advice we deliver, backed up by specialists across our modelling, manager research, sustainable investment and reporting teams.
About You
- An investment professional with approx. 5-10 years of experience
- Have a strong interest in finance, capital markets and proven knowledge of asset allocation principles
- Experienced working within the UK institutional investment industry
- Keen to help others develop and grow their investment knowledge
- Have experience in business development and proactively building industry relationships
- Are keen to contribute to the wider industry conversation, for example, by writing blogs or thought pieces
- Well versed in the Microsoft Office suite (PowerPoint, Excel, Word)
Compensation and benefits
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
- Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days
- Defined contribution pension scheme, which Gallagher will also contribute to
- Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
- Income protection, we’ll cover up to 50% of your annual income, with options to top up
- Health cash plan or Private medical insurance
- Other benefits include:
- Three fully paid volunteering days per year
- Employee Stock Purchase plan, offering company shares at a discount
- Share incentive plan, HMRC approved, tax effective, stock purchase plan
- Critical illness cover
- Discounted gym membership, with over 3,000 gyms nationally
- Season ticket loan
- Access to a discounted voucher portal to save money on your weekly shop or next big purchase
- Emergency back-up family care
- And many more…
We value inclusion and diversity
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities.
Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities; if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with TAGlobalSupport@ajg.com.
Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Investment Portfolio Solutions – VP employer: Gallagher Benefit Services
Gallagher Benefit Services is an exceptional employer that fosters a collaborative and inclusive work culture, where your contributions directly impact the future of work. With a commitment to employee growth, we offer extensive benefits including a minimum of 25 days holiday, a defined contribution pension scheme, and opportunities for professional development. Located in a vibrant community, our team thrives on innovation and support, making it a rewarding place for investment professionals to advance their careers while making meaningful change.
Contact Details:
Gallagher Benefit Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Investment Portfolio Solutions – VP
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events, webinars, or even casual meet-ups. The more people you know, the better your chances of landing that VP role!
✨Tip Number 2
Show off your expertise! Write articles or thought pieces on investment strategies or market trends. Share them on LinkedIn or relevant forums. This not only showcases your knowledge but also positions you as a thought leader in the field.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to investment consulting. Think about how you can demonstrate your experience in client relationships and strategic asset allocation. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our company. Let’s make it happen!
We think you need these skills to ace Investment Portfolio Solutions – VP
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Portfolio Solutions role. Highlight your experience in finance and asset allocation, and don’t forget to showcase any relevant business development skills. We want to see how you can contribute to 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 consulting and how your background aligns with our mission at Gallagher. Be genuine and let your personality come through.
Showcase Your Thought Leadership:If you've written blogs or thought pieces, include them in your application. We love candidates who are keen to contribute to the wider industry conversation. It shows initiative and a commitment to sharing knowledge!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Gallagher Benefit Services
✨Know Your Stuff
Make sure you brush up on your knowledge of investment principles, asset allocation, and the UK institutional investment landscape. Be ready to discuss recent trends and how they might impact clients. This shows you're not just experienced but also genuinely interested in the field.
✨Showcase Your Client Relationship Skills
Since this role involves maintaining strong client relationships, prepare examples of how you've successfully built and managed client partnerships in the past. Highlight your communication skills and any innovative solutions you've provided to clients.
✨Be Ready to Discuss Business Development
Think about your experience in business development and how you've proactively built industry relationships. Prepare to share specific strategies you've used to grow your network and contribute to your previous organisations' success.
✨Engage with Their Values
Gallagher places a strong emphasis on inclusion and diversity. Familiarise yourself with their commitment to these values and be prepared to discuss how you can contribute to fostering an inclusive environment. This will show that you align with their culture and mission.
