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- Tasks: Lead client relationships and shape the future of investment consulting.
- Company: Join a top UK investment consultancy known for innovation and collaboration.
- Benefits: Enjoy a flat structure, career development, and a focus on diversity.
- Why this job: Make a real impact in a dynamic environment with growth opportunities.
- Qualifications: 8+ years in investment consulting with strong leadership and communication skills.
- Other info: Explore a senior role without traditional partner bottlenecks.
The predicted salary is between 43200 - 72000 ÂŁ per year.
IGA are working with a long-standing client to hire a senior member into their high-growth Investment Advisory practice. This is a rare opportunity to shape the strategic direction of a dynamic, forward-thinking consultancy and expand your impact across pensions and broader corporate advisory services.
Would you be open to exploring a senior leadership opportunity with a firm delivering market-leading, independent consulting services across pensions, insurance, and wealth? Are you looking for something beyond the typical partner track — a role where you can lead, grow, and shape a practice while branching into areas across the firm.
If that’s piqued your interest, here’s more:
Our client is one of the UK’s most respected investment consultancies — known for disrupting the traditional consulting model through innovation, agility, and a collaborative, non-hierarchical culture. They support a wide range of clients, including corporate DB/DC pension schemes, insurers, wealth managers, and asset owners, blending technical excellence with commercial focus.
The Investment Advisory team has been a major growth engine for the firm and is now entering an exciting phase of strategic expansion. As part of this growth, they are looking for a senior-level hire to join the leadership group — someone who not only excels in traditional investment consulting but also wants to broaden their remit and drive innovation across adjacent business areas.
In this role, you will:
- Take on lead relationships with a portfolio of strategic clients across pensions and institutional investment
- Contribute to firm-wide thinking in areas like capital markets, ESG policy, and long-term investment trends
- Help shape the future direction of the practice, including developing new service lines and internal capabilities
- Work closely with colleagues across Corporate Finance, Valuations, Stewardship and M&A to deliver integrated client solutions
- Have real influence on the firm’s culture, strategy, and growth — with the freedom to align your role to your personal interests and strengths
What we’re looking for:
- A senior investment consulting professional (likely with 8+ years\’ experience) with a strong track record advising DB pension schemes and institutional clients
- Experience leading client relationships and managing teams
- Experience regarding Fiduciary Management Oversight
- A commercial and strategic thinker, who wants to do more than “business as usual” consulting
- Strong communication and leadership skills, and a collaborative approach
- FIA/FFA, CFA or equivalent qualification preferred
What makes this unique:
- The chance to step into a senior leadership role without rigid partner bottlenecks
- A flat, agile structure where innovation is encouraged and rewarded
- A business that genuinely invests in people, with a clear commitment to diversity of thought and long-term career development
If this sounds like something you’d like to explore further, reach out to Oliver Clark for a confidential chat — either via LinkedIn or at .
We look forward to hearing from you.
Senior Investment Consultant employer: IGA Talent Solutions
Contact Detail:
IGA Talent Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Consultant
✨Tip Number 1
Network with professionals in the investment consulting field, especially those who have experience in pensions and institutional clients. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Research the latest trends in ESG policy and long-term investment strategies. Being well-versed in these areas will not only enhance your discussions during interviews but also demonstrate your commitment to innovation and strategic thinking.
✨Tip Number 3
Prepare to discuss your leadership experiences and how you've successfully managed client relationships in the past. Highlight specific examples where you’ve driven change or innovation within your teams or projects.
✨Tip Number 4
Familiarise yourself with the company's unique approach to consulting and their flat organisational structure. Be ready to articulate how your personal interests align with their values and how you can contribute to their growth and culture.
We think you need these skills to ace Senior Investment Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in investment consulting, particularly with DB pension schemes and institutional clients. Emphasise your leadership roles and any innovative projects you've led.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with their focus on innovation and collaboration, and mention specific examples of how you've driven change in previous roles.
Highlight Relevant Qualifications: Clearly state your qualifications such as FIA/FFA, CFA, or equivalent. If you have additional certifications or training that relate to ESG policy or capital markets, be sure to include those as well.
Showcase Your Strategic Thinking: In your application, provide examples of how you've contributed to strategic direction in past roles. Discuss your approach to client relationships and how you've managed teams to achieve business goals.
How to prepare for a job interview at IGA Talent Solutions
✨Showcase Your Leadership Experience
As a senior investment consultant, it's crucial to highlight your leadership skills. Prepare examples of how you've successfully managed teams and client relationships in the past. This will demonstrate your ability to take on a leadership role and influence the firm's culture.
✨Demonstrate Strategic Thinking
The role requires a commercial and strategic mindset. Be ready to discuss your approach to developing new service lines and how you can contribute to the firm's growth. Think about recent trends in capital markets or ESG policies that you can bring into the conversation.
✨Emphasise Collaboration Skills
Given the firm's non-hierarchical culture, showcasing your collaborative approach is key. Prepare to discuss instances where you've worked closely with colleagues from different departments to deliver integrated solutions for clients.
✨Align Your Interests with the Firm's Goals
This position offers the freedom to align your role with your personal interests. Reflect on what aspects of investment consulting excite you the most and be prepared to articulate how these align with the firm's strategic direction and values.
