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- Tasks: Analyse investment performance and create tailored recommendations for clients.
- Company: Dynamic financial consulting firm in Cheltenham with a focus on growth.
- Benefits: Competitive salary, bonuses, comprehensive pension scheme, and hybrid work model.
- Why this job: Join a team that values your analytical skills and offers real career progression.
- Qualifications: Strong background in investment analysis and IT skills; CFA or actuarial exams expected.
- Other info: Exciting opportunity to work in a collaborative and growth-oriented environment.
The predicted salary is between 36000 - 60000 £ per year.
A financial consulting firm in Cheltenham is seeking an Investment Client Specialist to enhance their Investment Consulting team. This hybrid role involves analyzing investment performance and tailoring recommendations for clients.
Candidates should have a strong background in investment analysis and IT skills, with the expectation of completing actuarial or CFA exams.
The position offers competitive benefits, including bonuses and a comprehensive pension scheme.
Investment Client Specialist | Growth‑Oriented Analyst (Hybrid) in Cheltenham employer: LGBT Great
Contact Detail:
LGBT Great Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Client Specialist | Growth‑Oriented Analyst (Hybrid) in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in investment consulting. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your investment analysis skills. Be ready to discuss recent market trends and how they could impact client portfolios. Show us you’re not just knowledgeable but also passionate about helping clients succeed!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got all the latest job openings listed there, and it’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Investment Client Specialist | Growth‑Oriented Analyst (Hybrid) in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in investment analysis and any relevant IT skills. We want to see how your background aligns with the role of an Investment Client Specialist, so don’t hold back on showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your skills can benefit our Investment Consulting team. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Your Qualifications: If you’re working towards actuarial or CFA exams, make sure to mention that in your application. We appreciate candidates who are committed to their professional development, so let us know how you’re progressing!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us. Plus, it’s super easy!
How to prepare for a job interview at LGBT Great
✨Know Your Numbers
Make sure you brush up on your investment analysis skills. Be prepared to discuss specific investment performance metrics and how you've used them in past roles. This will show that you understand the financial landscape and can provide tailored recommendations.
✨Showcase Your IT Savvy
Since the role requires strong IT skills, be ready to talk about the tools and software you’ve used for investment analysis. If you have experience with data analysis software or financial modelling tools, highlight that during the interview.
✨Prepare for Actuarial and CFA Questions
Even if you haven't completed your actuarial or CFA exams yet, be prepared to discuss your study plans and how you’re approaching these qualifications. This shows your commitment to professional development and aligns with the firm's expectations.
✨Understand the Company Culture
Research the financial consulting firm’s values and culture. Be ready to explain why you want to work there and how you can contribute to their team. This will help you connect with the interviewers and demonstrate that you’re a good fit for their environment.
