Client Advisory Manager

Client Advisory Manager

Wolverhampton Full-Time 36000 - 60000 ÂŁ / year (est.) No home office possible
LGPS Central

At a Glance

  • Tasks: Support Client Directors in managing LGPS clients and delivering tailored investment advice.
  • Company: Join LGPS Central, a leading asset manager for local authority pension funds in the Midlands.
  • Benefits: Enjoy hybrid working, enhanced pension schemes, and 24/7 health support.
  • Other info: Join a diverse team committed to responsible investment and ethical standards.
  • Why this job: Be part of a ÂŁ45bn pension pool and make a real impact in investment consulting.
  • Qualifications: Bachelor’s degree required; CFA or IMC preferred with institutional investment experience.

The predicted salary is between 36000 - 60000 ÂŁ per year.

Join LGPS Central at a pivotal moment, delivering trusted investment advice that shapes long‑term outcomes.

We are seeking a Client Advisory Manager to support the Client Directors in the day-to-day management of LGPS clients within an investment pool. This role is ideal for individuals looking to build a long-term career in investment consulting and fiduciary management. This is a key role, based in Wolverhampton, supporting the development and delivery of our advisory and delegation services in line with the government’s “Fit for the Future” agenda.

You will gain hands-on experience supporting senior consultants and portfolio managers in delivering strategic investment advice and overseeing delegated portfolio solutions for large LGPS clients.

What you’ll be doing

As one of our Client Advisory Managers, you’ll be right at the heart of delivering an exceptional experience to our clients. Here’s a flavour of what you’ll get involved in:

Initial phase

  • Support development of strategic advisory services by assisting senior team members in the design and documentation of new offerings tailored to Partner Funds’ needs.
  • Support in systems procurement, including gathering data to support the selection and implementation of tools such as risk modelling platforms and capital market assumption providers.
  • Contribute to design of investment solutions, in particular regarding the asset class building blocks used in strategic asset allocation and fiduciary model portfolios.
  • Help manage Partner Fund advisory relationships by coordinating meetings, preparing briefing materials, and recording actions and decisions.
  • Support Partner Fund transition plans by tracking milestones, compiling updates from internal teams and Partner Funds, and preparing internal status reports to ensure alignment with government implementation deadlines.
  • Prepare and maintain internal documentation, such as meeting minutes, project tracking tools, and internal presentations, ensuring information is kept accurate and up to date.

Ongoing

  • Provide day-to-day support in managing LGPSC advisory client relationships.
  • Assist in preparing regular investment reports and performance reviews.
  • Support the Client Director in responding to client queries and requests.
  • Help coordinate meetings, agendas, and follow-ups with clients, including attendance at Partner Fund investment related meetings, including Pension Committee meetings.
  • Contribute to the development of tailored investment solutions and documentation.
  • Maintain accurate records of client interactions and deliverables.
  • Collaborate with internal teams to ensure timely delivery of services.
  • Liaise with external consultants and third-party oversight providers.
  • Working internally with strategy and asset allocation teams to ensure advice and advisory services are appropriate for Partner Funds.

About us

LGPS Central (LGPSC) Ltd is the FCA regulated asset manager for fourteen local authority pension funds across the Midlands. LGPSC is jointly owned on an equal shares basis by those Partner Fund, and it is responsible for managing ÂŁ100bn+ of their assets. It is one of six Local Government Pension Scheme (LGPS) asset pools in the UK.

LGPS Central’s Partner Funds are:

  • Sulfolk County Council

The Company is committed to responsible investment and has made responsible investment a core part of the investment process in every asset class.

LGPS Central offers a friendly and diverse, hybrid working environment with a range of employee benefits. The Company moved to new premises at i9, Wolverhampton Interchange in January 2022, close to local transport links.

Our objective is to be a leading investment management company working with and for our Partner Funds. With a focus on value for money and performance we want to aspire to be one of the best because this is how we will deliver the superior investment returns and low costs for our Partner Funds

Requirements

  • Institutional Investment Experience: Experience in investment consulting or relationship management within pension funds, asset managers, or similar, with solid experience in both public and private markets and an understanding of the LGPS preferred.
  • Client & Stakeholder Engagement: Experience in building collaborative relationships with a wide range of stakeholders including clients, Pension Committees, actuaries, investment advisors, senior management, and service providers.
  • Investment Strategy Delivery: Hands-on experience supporting in the delivery of a full suite of institutional investment services—from setting strategy and implementation to investment reporting and oversight.
  • Governance & Regulation Expertise: Understanding of investment governance frameworks, asset owner reporting, and UK pension regulations, ideally including LGPS specific elements.
  • Analytical & Technical Proficiency: Experience in asset liability modelling, reporting at both strategic and asset class level
  • Collaborative & Organised Approach: Able to work cross-functionally in dynamic environments, managing multiple priorities and proactively planning and executing projects.
  • Ethics & ESG Integration: Strong commitment to ethical standards with knowledge of ESG principles and their practical application in investment decision making.

Qualifications

  • Bachelor’s Degree – Required
  • Working towards CFA or Actuarial qualifications – Preferred
  • IMC – Preferred
  • Commitment to ongoing professional development

What do we offer?

We are proud to provide our people with a premium and exclusive benefits package and we are continually improving the rewards we offer. Here are a few of the valuable rewards that you will enjoy:

  • An enhanced and generous Pension Scheme
  • An extra paid Company Day in addition to paid holidays
  • Welfare and Family-friendly policies
  • Enhanced pay for new parents
  • Access to our Employee Assistance Programme – 24-7 Health & Wellbeing Support
  • Vitality Private Medical Insurance
  • Hybrid Working
  • Company Service Awards
  • Cycle to Work Scheme
  • Company Electric Vehicle Scheme
  • Nominees of the Family Friendly Employer of the Year 2022 – Personnel Today Awards 2022
  • Winner of the Cultural Awareness Initiative of the Year – FT Advisors Diversity in Finance Awards 2023
  • Winner of Diversity and Inclusion Award LAPF In Investments Award 2023

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Client Advisory Manager employer: LGPS Central

At LGPS Central, we pride ourselves on being an exceptional employer that fosters a supportive and inclusive work culture. Located in Wolverhampton, our hybrid-working environment offers a range of benefits including an enhanced pension scheme, family-friendly policies, and access to 24/7 health and wellbeing support. We are committed to employee growth, providing opportunities for professional development within the dynamic field of investment consulting, all while working towards responsible investment practices that benefit our Partner Funds.
LGPS Central

Contact Detail:

LGPS Central Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Advisory Manager

✨Tip Number 1

Familiarise yourself with the Local Government Pension Scheme (LGPS) and its specific regulations. Understanding the nuances of LGPS will not only help you in interviews but also demonstrate your commitment to the role and the organisation.

✨Tip Number 2

Network with professionals in the investment consulting field, especially those who have experience with pension funds. Engaging with industry experts can provide valuable insights and potentially lead to referrals that could enhance your application.

✨Tip Number 3

Stay updated on current trends in investment management and fiduciary responsibilities. Being knowledgeable about recent developments will allow you to speak confidently about how these trends impact client advisory services during interviews.

✨Tip Number 4

Prepare to discuss your experience in managing client relationships and delivering tailored investment solutions. Be ready to share specific examples that highlight your ability to engage stakeholders and support strategic decision-making.

We think you need these skills to ace Client Advisory Manager

Institutional Investment Experience
Client & Stakeholder Engagement
Investment Strategy Delivery
Governance & Regulation Expertise
Analytical & Technical Proficiency
Collaborative & Organised Approach
Ethics & ESG Integration
Project Management
Communication Skills
Data Analysis
Attention to Detail
Problem-Solving Skills
Adaptability
Relationship Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in investment consulting, relationship management, and any specific knowledge of LGPS. Use keywords from the job description to demonstrate your fit for the role.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the Client Advisory Manager role. Discuss your experience with stakeholder engagement and how you can contribute to the development of strategic advisory services.

Highlight Relevant Qualifications: If you have a Bachelor’s Degree, CFA, or IMC, make sure these are prominently displayed in your application. Mention any specific training or certifications related to investment governance and ESG principles.

Showcase Your Analytical Skills: Provide examples of your analytical and technical proficiency, particularly in asset liability modelling and investment reporting. This will help demonstrate your capability to support the delivery of institutional investment services.

How to prepare for a job interview at LGPS Central

✨Understand the Role

Before your interview, make sure you thoroughly understand the responsibilities of a Client Advisory Manager. Familiarise yourself with LGPS Central's mission and how this role contributes to their goals, especially in relation to pensions reform and investment consulting.

✨Showcase Your Experience

Be prepared to discuss your previous experience in investment consulting or relationship management. Highlight specific examples where you've successfully managed client relationships or contributed to investment strategy delivery, particularly within pension funds.

✨Prepare Questions

Have insightful questions ready for your interviewers. This could include inquiries about the company's approach to ESG integration or how they support their Partner Funds in achieving their investment goals. It shows your genuine interest in the role and the company.

✨Demonstrate Collaboration Skills

Since the role involves working cross-functionally, be ready to provide examples of how you've effectively collaborated with various stakeholders in the past. Emphasise your ability to manage multiple priorities and execute projects in dynamic environments.

Client Advisory Manager
LGPS Central
Location: Wolverhampton

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