At a Glance
- Tasks: Support Client Directors in managing LGPS clients and delivering strategic investment advice.
- Company: Join LGPS Central, a leading asset manager for local authority pension funds.
- Benefits: Competitive salary, generous pension scheme, 30 days holiday, and hybrid working.
- Other info: Dynamic environment with excellent learning and development opportunities.
- Why this job: Build a long-term career in investment consulting while making a real impact.
- Qualifications: Bachelor's degree required; CFA or Actuarial qualifications preferred.
The predicted salary is between 50000 - 60000 £ per year.
Location: West Midlands, England, United Kingdom
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
- 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.
- Work 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 its Partner Funds, and it is responsible for managing £100bn+ of their assets. It is one of six Local Government Pension Scheme (LGPS) asset pools in the UK. 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.
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
- Competitive salary
- An enhanced and generous Pension Scheme
- 30 days' paid holiday plus bank holidays
- 2 days paid volunteering days
- An extra paid Company Day in addition to paid holidays
- Excellent Learning & Development Opportunities
- 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
Client Advisory Manager in West Bromwich employer: Occupop
At LGPS Central, we pride ourselves on being an exceptional employer that fosters a supportive and inclusive work culture in the heart of Wolverhampton. Our commitment to employee growth is evident through our extensive learning and development opportunities, alongside a generous benefits package that includes a competitive salary, enhanced pension scheme, and family-friendly policies. Join us to be part of a dynamic team dedicated to delivering impactful investment advice while enjoying a hybrid working environment that promotes work-life balance.
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We think this is how you could land Client Advisory Manager in West Bromwich
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We think you need these skills to ace Client Advisory Manager in West Bromwich
Some tips for your application 🫡
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How to prepare for a job interview at Occupop
✨Brush Up on Financial Modelling
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