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- Tasks: Lead a specialised team in delivering top-notch pensions and wealth management consulting services.
- Company: A leading investment consultancy in the UK, known for innovation and growth.
- Benefits: Competitive salary, uncapped bonuses, and promotions based on results.
- Other info: Great career progression and a chance to manage junior colleagues.
- Why this job: Join a dynamic environment with opportunities to work with industry leaders and diversify your skills.
- Qualifications: 10+ years of experience with DB Pension clients and relevant qualifications like FIA/FFA or CFA.
The predicted salary is between 80000 - 100000 £ per year.
Would you like to be a part of a specialised team that brings market leading independent pensions, insurance and wealth management consulting services to their clients? Do you enjoy working with autonomy, managing a team, dealing with some of the biggest names in the space? Would you be interested in working in a dynamic and agile environment with great career progression? If that has spiked an interest with you, please see more below.
Our client is one of the leading investment consultancies in the UK, which has been breaking the mould within the consultancy space. They have strong experience across investment consulting, actuarial, capital markets and asset management. Employees here work closely with wealth managers, insurers, pension schemes (DB and DC). Their Investment Advisory practice has been a key growth area within the firm over the last few years, where they continue to bring on board new clients and redefine the consultancy space across Pensions, Insurance and Wealth Management sectors.
Due to their growth they are looking to hire a Vice President based in London, where you will not only work with DB Pension clients, but also be exposed to working with insurers, wealth managers and asset allocation spaces, where you will be able to develop new skills within these sectors. This in turn will help take your career to the next level, as you will be able to diversify your client base and develop skills, by learning from market leaders within the space. Our client will also reward you for your hard work and for achieving with promotions based on your results, not experience and uncapped bonus scheme.
We are looking for:
- An Investment Consultant with 10+ years of experience working with DB Pension clients
- Experience in designing and implementing innovative investment strategies, including growth portfolio design, liability hedging portfolios and cashflow matching portfolios
- Experience in collaborating with others to check and deliver client RfPs and potentially contributing to pitch teams
- Track record of leading mandates with a range of size and complexity
- Someone who is keen to manage junior colleagues
- Be FIA/FFA or CFA qualified (or equivalent)
For more information please get in touch with Oliver Clark on oclark@igatalent.com. We hope to hear from you soon!
Planning Director - Consultancy (Permanent) in London employer: IGA Talent Solutions
Contact Detail:
IGA Talent Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Planning Director - Consultancy (Permanent) in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential colleagues or mentors. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with someone from the company, make sure to highlight your experience and how it aligns with their needs. We want to see you confidently discuss your past successes and how they can translate into value for the team.
✨Prepare for the Interview
Do your homework on the company and the role. We suggest you come armed with questions that show you’re genuinely interested in their work and culture. This will help you stand out as a candidate who’s not just looking for any job, but the right job!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing familiar names when we’re reviewing candidates, so make sure you put your best foot forward!
We think you need these skills to ace Planning Director - Consultancy (Permanent) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Planning Director. Highlight your experience with DB Pension clients and any innovative investment strategies you've designed. We want to see how your skills align with what our client is looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your 10+ years of experience and your passion for managing teams. Let us know why you’re excited about working in a dynamic environment!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Include specific examples of successful mandates you've led and how you've contributed to client RfPs. We love seeing quantifiable results that demonstrate your impact.
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 ensure it gets the attention it deserves. We can’t wait to hear from you!
How to prepare for a job interview at IGA Talent Solutions
✨Know Your Stuff
Make sure you brush up on your knowledge of DB Pension clients and the latest trends in investment strategies. Being able to discuss innovative portfolio designs and liability hedging will show that you're not just familiar with the basics, but that you’re ready to bring fresh ideas to the table.
✨Showcase Your Leadership Skills
Since the role involves managing junior colleagues, be prepared to share examples of how you've successfully led teams in the past. Highlight any mentoring experiences or situations where you’ve helped others grow, as this will demonstrate your capability to lead effectively.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in the role. Be ready to discuss how you would approach delivering RfPs or contributing to pitch teams. This will show that you understand the consultancy process and can think strategically about client needs.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions that reflect your interest in the company’s growth and your potential role in it. Inquire about their approach to new client acquisition or how they support career progression. This shows you’re genuinely interested in being part of their dynamic environment.