Investment Advice Manager in London

Investment Advice Manager in London

London Full-Time 43200 - 72000 ยฃ / year (est.) No home office possible
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At a Glance

  • Tasks: Guide clients in making smart investment choices and manage their portfolios.
  • Company: Leading financial firm known for its innovative approach to investment.
  • Benefits: Attractive salary, flexible hours, and opportunities for professional growth.
  • Why this job: Shape financial futures and help clients achieve their dreams.
  • Qualifications: Strong analytical skills and a passion for finance.
  • Other info: Fast-paced environment with potential for rapid career advancement.

The predicted salary is between 43200 - 72000 ยฃ per year.

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Senior DC Investment Advice Manager (DC/RI)

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Business Area: Investment Product Management

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Place of Work: London

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Contract Type: Permanent

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When you join USS, the size and scale of our pension scheme means you will have numerous opportunities to learn and develop your career. Given our size you\โ€™ll have real autonomy and influence as you collaborate closely with a wide-ranging team of experts.

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About the role

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In your role as Senior DC Investment Advice Manager (DC/RI) you will make a meaningful and valued contribution from the outset. This role will provide a great opportunity to be part of a central team responsible for the oversight and governance of our investment mandates and execution, providing investment advice to stakeholders across the DB and DC parts of the scheme as well as external manager selection and monitoring and product development across DC.

The role will primarily involve:

  • A mixture of reviewing and authoring investment advice to the schemeโ€™s stakeholders in USS across both DC and Responsible Investment (RI) matters, including delivery where required.
  • Helping to ensure that the advice provided to USS is clear, robust and in the best financial interests of the scheme, its members and employers.
  • Collaborating to evolve the strategy for the DC investment team, including the management of internal stakeholders to drive the strategy forward.

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What you will be doing

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As a trusted part of the Investment Product Management team you will be responsible for:

Advice

  • Managing the production and delivery of RI and DC investment advice to the relevant boards ( DC Product Governance Committee, Investment Committee, Trustee Board or USSIM Board), with a focus on DC and Responsible Investment.
  • Consideration of how Responsible Investment is integrated and embedded within scheme.
  • Ensuring the advice being produced by the team is of the highest quality, clear, unambiguous, written in plain English and in the best financial interests of the scheme, its members and employers.
  • Support effective functioning of the Client Advisory Group.

Delivery

  • Working with the investment desks, Investment Product Management team and Investment Strategy & Advice team to implement investment advice.
  • Assist the DC team with the smooth running of the DC investment product, including oversight and monitoring.
  • Manage the continued development of the DC investment product and team over time to become and maintain market leading status.
  • Manage DC investment product strategic initiatives, including working with USSL colleagues to deliver change.
  • Understanding of regulatory change impacting DC and RI, and ensuring that any change is being appropriately managed.
  • Maintain IPM policies and framework documentation.
  • Support the creation of accurate, comprehensive, and timely recording and reporting of RI activity to stakeholders.
  • Support the creation of USSโ€™s annual Implementation Statement and USSIMโ€™ s semi-annual; RI reporting to the Investment Committee and Board.

About you

We know that sometimes people can be put off applying for a job if they don\โ€™t tick every box, if you\โ€™re excited about working for us and have most of the skills or experience we\โ€™re looking for, then please apply, regardless of whether you meet all the requirements outlined in this profile.

To be successful in the role you will have:

  • Experience in providing certified DC investment advice (most likely through a consulting role) with an interest in responsible investment.
  • Strong and credible profile with internal stakeholders and other market participants.
  • Experience in managing a range of internal and external stakeholders.
  • Ability to see the bigger picture and deliver high quality work under constrained timelines.
  • Pragmatism โ€“ ability to focus on key factors/ variables/ narratives as appropriate.
  • Strong compliance culture and high personal ethical standards.
  • Keen to stay up to date with developments and legislation affecting the UK pensions industry.

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Why join us?

At USS, every individual contributes to building a secure financial future for our members and their families. We strive to create a work environment where everyone can thrive professionally while making a meaningful impact on the lives of others. We\โ€™re also committed to helping you build your career by providing opportunities for development. We put a focus on recognising and supporting each individual\โ€™s unique career path, driving this forward with the support of an engaged and proactive management team. Here at USS, we want you to thrive in and out of work with a friendly team, flexible culture and excellent range of benefits!

How we will reward you

  • Great starting salary
  • Generous annual leave package
  • Access to a high quality pension scheme provided through Universities Superannuation Scheme
  • Supportive people policies (including enhanced occupational sickness pay and family friendly pay)
  • Financial contributions towards your personal development to help you maintain your physical and mental wellbeing
  • Access to a range of health and wellbeing services , private healthcare, discounted gym membership
  • Learning and development opportunities to develop your skills, knowledge and talent
  • Employee Volunteer Dayโ€™s to support the communities where you work and live
  • Cycle to Work Scheme

Our culture and values

Our people are what makes us different. We work together to create a diverse and inclusive culture that embraces individuality, where people are welcomed and feel comfortable in the knowledge that they can be themselves. Our purpose firmly states the importance of members, putting them โ€˜front and centreโ€™ of what we do. This is embedded through our values:

โ€“ Integrity
โ€“ Collaboration
โ€“ Excellence

About us

Universities Superannuation Scheme (USS) was established in 1974 as the principal pension scheme for universities and other higher education institutions in the UK. We work with around 330 employers to help build a secure financial future for almost 577,000 members and their families. We are one of the largest private defined benefit pension schemes in the UK, with total assets of around ยฃ (at 31 March 2025). To find out more, please visit

USSIM is proud to be an equal opportunity employer. We strive to ensure our recruitment process is as flexible and inclusive as possible so we can attract diverse candidates and recruit the best talent. We want all candidates to perform at their best during the recruitment process, so if you need any reasonable adjustments or if there is anything we can do to help support you through your recruitment journey please let us know by contacting .

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Investment Advice Manager in London employer: Universities Superannuation Scheme

As an Investment Advice Manager at our firm, you will thrive in a dynamic and supportive work environment that prioritises employee development and well-being. Our company offers competitive benefits, a collaborative culture, and ample opportunities for professional growth, all set in a vibrant location that fosters innovation and creativity. Join us to make a meaningful impact while enjoying a fulfilling career with a team that values your contributions.
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Contact Detail:

Universities Superannuation Scheme Recruiting Team

StudySmarter Expert Advice ๐Ÿคซ

We think this is how you could land Investment Advice Manager in London

โœจTip Number 1

Network like a pro! Reach out to your connections in the investment world and let them know you're on the hunt for an Investment Advice Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.

โœจTip Number 2

Prepare for those interviews! Research common questions for investment roles and practice your answers. We recommend using real-life scenarios from your experience to showcase your skills and knowledge in investment advice.

โœจTip Number 3

Showcase your expertise! Create a portfolio that highlights your past successes in investment management. This could include case studies, client testimonials, or even performance metrics that demonstrate your ability to deliver results.

โœจTip Number 4

Donโ€™t forget to apply through our website! Weโ€™ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, itโ€™s super easy to keep track of your applications all in one place!

We think you need these skills to ace Investment Advice Manager in London

Investment Analysis
Client Relationship Management
Financial Planning
Risk Assessment
Market Research
Portfolio Management
Regulatory Compliance
Communication Skills
Negotiation Skills
Analytical Skills
Problem-Solving Skills
Attention to Detail
Team Leadership
Adaptability

Some tips for your application ๐Ÿซก

Tailor Your CV: Make sure your CV is tailored to the Investment Advice Manager role. Highlight relevant experience and skills that match what we're looking for. This shows us youโ€™re serious about the position!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for the role. Share your passion for investment advice and how you can contribute to our team at StudySmarter.

Showcase Your Achievements: Donโ€™t just list your responsibilities; showcase your achievements! Use numbers and examples to demonstrate how you've made an impact in previous roles. We love seeing results!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you donโ€™t miss out on any important updates from us!

How to prepare for a job interview at Universities Superannuation Scheme

โœจKnow Your Numbers

As an Investment Advice Manager, youโ€™ll need to be comfortable with financial data. Brush up on key metrics and trends in the investment world. Be ready to discuss how you've used data to make informed decisions in the past.

โœจShowcase Your Communication Skills

This role requires clear communication with clients and team members. Prepare examples of how you've effectively communicated complex investment strategies to clients. Practice explaining your thought process in a simple, relatable way.

โœจUnderstand the Companyโ€™s Values

Research the companyโ€™s mission and values. Be prepared to explain how your personal values align with theirs. This shows that youโ€™re not just looking for any job, but that you genuinely want to be part of their team.

โœจPrepare Thoughtful Questions

Interviews are a two-way street. Prepare insightful questions about the companyโ€™s investment philosophy or recent market challenges. This demonstrates your interest in the role and helps you assess if itโ€™s the right fit for you.

Investment Advice Manager in London
Universities Superannuation Scheme
Location: London
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