3722 - Investment Associate Consultant

Hymans Robertson

  • Contact: Human Resources
  • Reference: 520

Investment Associate Consultant


Hymans Robertson LLP is one of the UK's leading actuarial, pensions, investment and benefit consultancies, employing over 750 staff in four UK offices in London, Glasgow, Edinburgh and Birmingham. The firm operates as an independent partnership and prides itself on an innovative, client focussed approach. We provide independent pensions, investment and life consultancy services, as well as data and technology solutions. Our clients include some of the UK's leading names and largest pension schemes, while our continued growth and success has been recognised by numerous industry awards.

We believe everyone has a right to a better future. We make sure it's not left down to chance.

The Role:

We are looking for an experienced Investment Associate Consultant to provide high quality investment advice in a professional and efficient manner.

Key responsibilities will include:

  • Providing investment advice to both trustee and corporate clients on a wide range of issues.

  • Directing and advising a portfolio of clients

  • Own and manage the delivery of client advice - key liaison person within client team.

  • Delivering high quality, expert investment advice employing strategic and innovative solutions

  • Developing business - active involvement in client ‘prospecting', relationship building and new business pitches

  • Activities designed to build and enhance the practice and firm's profile through networking, speaking at appropriate conferences and other forums

  • Building and maintaining strong links with other areas of the business to facilitate cross selling

  • Developing the consulting capabilities of the practice by coaching and mentoring team members

  • Adhere to the firm's Information Security standards, policies and procedures.


  • Working towards FFA/FIA or CFA- may be authorised to give investment advice via another qualification or experience

  • Performing a similar role in a consultancy environment, or similar experience gained in a fund management or other relevant investment sector.

  • A solid understanding of the legislative framework for UK pension schemes.

  • Strong commercial awareness of the pensions and employee benefits market

  • Related knowledge or experience of Company Accounts an advantage, but not essential.

  • Articulate ideas and develop them into tangible offerings

  • Apply strong intellect to problem-solving in client organisations

  • Coach and develop other professionals
  • Consult with client contacts across a range of levels
  • Recognise and facilitate business development and intra/inter-practice referral opportunities as appropriate

Personal characteristics:

  • First class interpersonal and communication skills demonstrated in the ability to consult and influence successfully.
  • Flexible, pro-active and innovative approach to client solutions
  • A team player with a motivational, hands-on approach.
  • Degree of flexibility to travel to clients and other Hymans Robertson offices

Reward and Support

Hymans Robertson prides itself in offering a refreshing, stimulating work environment where independent thinking and new ideas are actively encouraged and where every member of the team genuinely makes a difference. Candidates can expect a highly competitive salary and comprehensive benefits package, including full study support where applicable. The firm is committed to the personal and career development of all employees and this position offers excellent growth potential within a dynamic and growing organisation.

Further information on Hymans Robertson and our range of services is available at www.hymans.co.uk

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