Associate, Investment Consulting (PB Pensions)

Introduction

At Gallagher Benefit Services youre a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces where people feel supported empowered and inspired to thrive. Whether its shaping benefit strategies designing wellbeing programs or advising on workforce challenges the work you do here creates meaningful change for businesses and the people who power them.Were a community of bold explorers trusted experts and compassionate partners; working side by side to solve problems and shape the future of work. Here curiosity is encouraged collaboration is second nature and your ideas have room to grow.If youre looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Overview

At Gallagher were looking for an Investment Consultant to join our team. This is a client-facing and technical role where youll work closely with institutional clients including pension schemes charities insurers and wealth managers. Youll collaborate with specialists across sustainable investment asset-liability management manager research and transition teams to deliver tailored advice.

Were committed to helping you grow. Youll have autonomy to lead key projects present to clients and develop your expertise with structured training and support from senior consultants.

How youll make an impact

• Build strong relationships with institutional clients and oversee key investment workstreams.
• Present clear and credible investment advice at Trustee and client board meetings.
• Work with specialists across the business to deliver holistic tailored advice.
• Monitor client portfolios and ensure investment strategies remain effective.
• Mentor junior team members and share your knowledge to help them grow.
• Support business development by preparing proposals and contributing to new initiatives.
• Engage with the wider industry through thought leadership blogs or conferences.

About you

Essential:

• 25 years of experience in investment consulting or institutional investment ideally with UK pension clients.
• Strong knowledge of capital markets and investment strategy.
• Confident communicator who can present to sophisticated clients.
• Proactive and organised with the ability to meet deadlines.
• Skilled in Microsoft Office especially PowerPoint and Excel.

Desirable:

• CFA FIA or equivalent qualification (or working towards one).
• Knowledge of sustainable investment principles.
• Interest in contributing to industry discussions through writing or speaking.

Compensation and benefits

On top of a competitive salary great teams and exciting career opportunities we also offer a wide range of benefits.

Below are the minimum core benefits youll get depending on your job level these benefits may improve:

• Minimum of 25 days holiday plus bank holidays and the option to buy extra days
• Defined contribution pension scheme which Gallagher will also contribute to
• Life insurance which will pay 4x your basic annual salary which you can top-up to 10x
• Income protection well cover up to 50% of your annual income with options to top up
• Health cash plan or Private medical insurance

Other benefits include:

• Three fully paid volunteering days per year
• Employee Stock Purchase plan offering company shares at a discount
• Share incentive plan HMRC approved tax effective stock purchase plan
• Critical illness cover
• Discounted gym membership with over 3000 gyms nationally
• Season ticket loan
• Access to a discounted voucher portal to save money on your weekly shop or next big purchase
• Emergency back-up family care
• And many more

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business and its embedded into the fabric of our organisation. For more than 95 years Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees diverse identities experiences and talents allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms we live out The Gallagher Way to its fullest.

Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible in addition to supporting our existing employees with any long-term health conditions or disabilities.

We understand that applicants may have disabilities if you do you may find some parts of the recruitment process more challenging than others. Dont worry were here to help however we can only do this if you let us know.

Should you require reasonable adjustments to your application please get in touch with . If youd prefer to speak on the phone please request a call back leaving details so we get in touch.

Our employing entity Arthur J. Gallagher Services (UK) Limited is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity marital status civil partnership status parental status race ethnicity colour nationality disability sexual orientation religion/ belief age and those with caring responsibilities.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers employees vendors or customers based on race color religion creed gender (including pregnancy status) sexual orientation gender identity (which includes transgender and other gender non-conforming individuals) gender expression hair expression marital status parental status age national origin ancestry disability medical condition genetic information veteran or military status citizenship status or any other characteristic protected (herein referred to as protected characteristics) by applicable federal state or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship including but not limited to recruitment hiring training promotion transfer demotion compensation benefits layoff and addition Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability unless the accommodation would impose an undue hardship on the operation of our business.

Required Experience:

IC

Employment Type : Full-Time
Experience: years
Vacancy: 1