Pensions Investment Client Specialist
Gloucestershire, South West | Excellent | Posted 6 days ago
- Job Title: Pensions Investment Client Specialist
- Contract Type: Permanent
- Location: Gloucestershire, South West
- Job Base: Hybrid
- Salary: Excellent
- Reference: V-113359
- Contact Email: pensions@sammons.co.uk
- Contact Phone: 020 7293 7022
- Job Published: 02/01/2026 09:59
Job Description
Pensions Investment Client Specialist
Gloucestershire, South West | Excellent | Posted 6 days ago
We have an exciting new opportunity for an Investment Client Specialist to join a well-renowned Investment Consulting team.
About the role
- Reviewing/checking investment performance reports.
- Drafting investment advice to address the specific needs of clients, including the formulation of tailored recommendations.
- Assisting with investment manager research.
- Calculating liability projections and analysing actuarial valuation results and cashflow projections.
- Carrying out analysis of investment strategies using deterministic and stochastic techniques.
- Checking work of others and helping more recent new graduates/colleagues.
- Have completed or an expectation of completing the actuarial or CFA exams within a reasonable timeframe.
- Prior experience of working in an investment analyst role.
- Ideally experience within pensions
If you know someone suitable for this role, share the word and through our referral scheme receive up to £250! Click here for further details on our recommendation scheme. This is just one of the many roles we are working on at the Sammons Recruitment Group. Please visit our website www.sammons.co.uk for full details on all Permanent, Temporary and Contract career opportunities we are actively seeking candidates for. Recruiting on the basis of Talent, we are committed to supporting and promoting diversity in the workplace and consider all applications. Any salary advertised is for search purposes only. If you have not heard from us within 7 days you will have not been successful on this occasion, however, we would welcome your application for alternative vacancies.