Associate, Investment Consulting in London

Associate, Investment Consulting in London

London Full-Time 50000 - 70000 £ / year (est.) No home office possible
Gallagher Benefit Services

At a Glance

  • Tasks: Build relationships with clients and deliver tailored investment advice.
  • Company: Join Gallagher, a leader in creating better workplaces.
  • Benefits: Enjoy 25+ days holiday, health plans, and career growth opportunities.
  • Other info: Inclusive culture with a commitment to diversity and sustainability.
  • Why this job: Make a real impact in the investment consulting world while developing your skills.
  • Qualifications: 2-5 years in investment consulting and strong communication skills required.

The predicted salary is between 50000 - 70000 £ 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.

Overview: At Gallagher, we’re looking for an Investment Consultant to join our team. This is a client-facing and technical role where you’ll work closely with institutional clients, including pension schemes, charities, insurers, and wealth managers. You’ll collaborate with specialists across sustainable investment, asset-liability management, manager research, and transition teams to deliver tailored advice.

We’re committed to helping you grow. You’ll have autonomy to lead key projects, present to clients, and develop your expertise with structured training and support from senior consultants.

How you'll make an impact:

  • Build strong relationships with institutional clients and oversee key investment workstreams.
  • Present clear and credible investment advice at Trustee and client board meetings.
  • Work with specialists across the business to deliver holistic, tailored advice.
  • Monitor client portfolios and ensure investment strategies remain effective.
  • Mentor junior team members and share your knowledge to help them grow.
  • Support business development by preparing proposals and contributing to new initiatives.
  • Engage with the wider industry through thought leadership, blogs, or conferences.

About You:

Essential:

  • 2–5 years of experience in investment consulting or institutional investment, ideally with UK pension clients.
  • Strong knowledge of capital markets and investment strategy.
  • Confident communicator who can present to sophisticated clients.
  • Proactive and organised, with the ability to meet deadlines.
  • Skilled in Microsoft Office, especially PowerPoint and Excel.

Desirable:

  • CFA, FIA, or equivalent qualification (or working towards one).
  • Knowledge of sustainable investment principles.
  • Interest in contributing to industry discussions through writing or speaking.

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.

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.

Associate, Investment Consulting in London employer: Gallagher Benefit Services

Gallagher Benefit Services is an exceptional employer that fosters a collaborative and inclusive work culture, where your contributions truly matter. With a commitment to employee growth through structured training and mentorship, you will have the opportunity to lead impactful projects and engage with industry thought leadership. Located in a vibrant community, Gallagher offers competitive benefits, including generous holiday allowances, health plans, and unique perks like volunteering days, making it a rewarding place to build your career in investment consulting.
Gallagher Benefit Services

Contact Detail:

Gallagher Benefit Services Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Associate, Investment Consulting in London

✨Tip Number 1

Network like a pro! Reach out to your connections in the investment consulting field and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you directly to hiring managers.

✨Tip Number 2

Prepare for interviews by researching Gallagher and its approach to investment consulting. Familiarise yourself with their recent projects and values, so you can show how your skills align with their mission during the chat.

✨Tip Number 3

Practice your presentation skills! Since you'll be presenting to clients, it’s crucial to be confident and clear. Try rehearsing with friends or family to get comfortable with articulating your ideas.

✨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 take that extra step to engage with us directly.

We think you need these skills to ace Associate, Investment Consulting in London

Investment Consulting
Capital Markets Knowledge
Investment Strategy
Client Relationship Management
Presentation Skills
Project Management
Microsoft PowerPoint
Microsoft Excel
Proactive Organisation
Mentoring
Business Development
Sustainable Investment Principles
Communication Skills

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Investment Consultant role. Highlight your experience with UK pension clients and your knowledge of capital markets, as these are key aspects that Gallagher is looking for.

Showcase Your Communication Skills: Since this role involves presenting to sophisticated clients, it’s important to demonstrate your communication skills. Use clear and concise language in your application, and consider including examples of past presentations or client interactions.

Highlight Relevant Experience: Don’t forget to emphasise your 2-5 years of experience in investment consulting or institutional investment. Mention any specific projects or achievements that showcase your ability to build strong relationships and deliver tailored advice.

Apply Through Our Website: We encourage you 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 proactive and genuinely interested in joining our team at Gallagher!

How to prepare for a job interview at Gallagher Benefit Services

✨Know Your Stuff

Make sure you brush up on your knowledge of capital markets and investment strategies. Be ready to discuss how these concepts apply to institutional clients, especially UK pension schemes. This will show that you're not just familiar with the theory but can also apply it in real-world scenarios.

✨Practice Your Presentation Skills

Since you'll be presenting to sophisticated clients, practice delivering clear and credible investment advice. Use PowerPoint to create a mock presentation and rehearse it. This will help you feel more confident and articulate during the actual interview.

✨Show Your Curiosity

Gallagher values curiosity, so come prepared with questions about their approach to sustainable investment and how they support their clients. This shows that you're genuinely interested in the role and the company, and it gives you a chance to engage in meaningful conversation.

✨Highlight Your Team Spirit

Collaboration is key at Gallagher, so be ready to share examples of how you've worked effectively in teams. Discuss any mentoring experiences you've had, as this aligns with their focus on helping others grow. It’ll demonstrate that you’re not just a lone wolf but a team player who contributes to a positive work environment.

Associate, Investment Consulting in London
Gallagher Benefit Services
Location: London

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