Overview
In this role you will lead defined contribution investment consulting for a portfolio of mid-size to large clients, shaping retirement outcomes through performance monitoring, strategy reviews and governance updates. You’ll collaborate with senior consultants and analysts to deliver Marsh’s services, while building relationships and contributing to revenue growth. The position offers hybrid working, study support toward professional qualifications, and clear opportunities to develop commercially and technically within a supportive, inclusive culture.
Pay / Benefits
- hybrid working
- study support toward IMC/FIA/FFA/CFA
- professional development opportunities
- collaborative culture
- career progression opportunities
Responsibilities
- Lead DC investment consulting work for mid-size to large clients, delivering and promoting Marsh’s services.
- Support senior investment consultants on complex clients (performance monitoring, strategy reviews, default strategy advice, investment changes, governance updates).
- Review and quality-check work produced by analysts and junior consultants using Marsh tools and approaches.
- Manage client relationship management aspects, including budgets and commercial oversight for assigned clients.
- Drive proactive revenue generation—retaining existing clients and expanding services across relevant lines of business.
Key requirements
- Circa 5 years’ experience in a DC investment consulting role (ideally UK DC; comparable experience considered).
- A relevant professional qualification or progress toward one (IMC, FIA/FFA, and/or CFA).
- Strong client consulting and stakeholder management skills, with clear and credible communication.
- Proven experience supporting and/or leading investment advisory work (monitoring, governance, and implementation).
- Demonstrated commercial mindset, including contributing to business development through existing and new client opportunities.
- client-focused communication
- stakeholder management
- initiative and proactive working style
- DC investment consulting
- performance monitoring
- governance
Investment Consultant (DC Pensions) in Edinburgh employer: Marsh & McLennan Companies
At Marsh McLennan, we pride ourselves on being an exceptional employer, offering a vibrant and inclusive work culture that fosters professional development and collaboration. Located in the heart of London, our hybrid work model allows for flexibility while ensuring meaningful engagement with talented colleagues. With a commitment to diversity and a range of career opportunities, we empower our employees to thrive and make a significant impact in the compliance monitoring field.
Contact Details:
Marsh & McLennan Companies Recruitment Team
