Investment Consultant / Consultancy / CFA recruitment

The Company:

Our client is a global consultancy firm who provide financial services for companies and pension schemes trustees.

The Role:

The successful candidate will act as a lead consultant for small clients and provide support to lead consultants.

Management, development and retention of a portfolio of clients.

Understand and act on client needs and requirements.

Responsible for client work and timely delivery.

Act as first point of contact for clients requiring advice.

Prepare and attend client meetings.

The Opportunity:

Fast Career Progression

Competitive benefits

Exchange program

The Candidate:

3-5 years relevant experience, Consultancy background

Graduate

Understands the nature/structure of the financial services industry.

CFA or part qualified Actuary (or equivalent) with Investment Exams.