Company: LGBT Great
Location:
Job Description:
Investment Client Manager
We have an exciting new opportunity for an Investment Client Manager to join our Investment Consulting area. This is a permanent, full-time role that can be based in any of our Glasgow, Bristol, Cheltenham, Birmingham, Amersham, Leeds, Liverpool or London offices.
A snapshot of your day:
- Reviewing/checking investment performance reports
- Drafting investment advice to address the specific needs of clients
- Carrying out miscellaneous calculations
- Assisting with investment manager research
- Calculating liability projections and analysing actuarial valuation results and cashflow projections
- Carrying out analysis of investment strategies
- Training and developing junior members of the team
- Undertaking Personal Development Reviews for junior members of the team and carrying out performance coaching
- Client management, taking responsibility for allocation and completion of work, and meeting deadlines, working directly with senior members of the client teams
- Attending client meetings and taking an increasingly active role, helping to deliver investment advice to clients
- Direct responsibility for some complex projects/tasks
We would like to hear from you if you have:
- Completed or an expectation of completing the actuarial or CFA exams within the coming 18 months.
- Prior experience of working in an investment analyst role
- IT skills to perform all aspects of work efficiently.
- Developed presentation skills to small/medium-sized audiences
- Minimum of GSCE Grade “5” or “C” in Maths and English.
What’s in it for you:
- Competitive discretionary annual bonus.
- Core benefits including life assurance of four times salary, income protection of 75% of salary for up to five years, and single private medical insurance cover.
- A generous pension scheme with 5% employee contributions matched by a 10% employer contribution.
- 25 days’ annual leave, increasing to 27 days after five years’ service.
Accessibility
If you require reasonable adjustments or
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Posted: October 22nd, 2026