Our client is seeing an individual who is looking to set up into an Associate Investment Consultant to join their client team. The role will primarily involve supporting junior and senior consultants on a portfolio of clients and working on all aspects of investment consulting including investment strategy reviews, asset transfers and manager selections. A large part of the role is being the project manager on client tasks working with junior members of the team and also leading client relationships, along with supporting the fiduciary manager oversight team and conducting fiduciary manager research.
You will need to be FIA/FFA or CFA qualified, be either already registered as a trainee advisor or looking to start. The ideally the candidate will have gained at lease 4 years experience of investments, be interest in matters and markets with knowledge of retirement plans DB and DC.