Department:Consulting
Type:ON-SITE
Region:Cardiff, Wales
Location:Cardiff, Wales, United Kingdom
Experience:Associate
Estimated Salary:£35,000 - £55,000
Skills:
INVESTMENT ANALYSISPENSIONSACTUARIALCFAIMCFINANCIAL RESEARCHCLIENT MANAGEMENT
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Job Description

Posted on: February 8, 2026

As a result of continued expansion our client, a well-established and reputable pension and investment consulting firm, are currently looking for an experienced Investment Analyst to join their growing team.

Candidates will be responsible for supporting the investment team in delivering a high quality professional client service whilst being instrumental in the ongoing development of the investment unit to attain profitable and sustainable growth through effective client management. You will offer support to Investment Consultants including obtaining and recording relevant up to date investment information by liaising with fund managers and carrying out research and analysis.

Experience:

  • Candidates need to have previous experience of working within a pensions / investment consultancy environment for atleast 2-3 years
  • Honours graduate is preferred
  • IMC, CFA and /or actuarial exams preferred.
  • Experience in, knowledge of and understanding of investment, pensions, or actuarial work would be advantageous
  • Excellent communication and interpersonal skills and strong relationship building

In return our client is looking to offer a competitive basic salary as well as an excellent benefits and bonus package (including full study support) and plenty of opportunities for career progression within this growing organisation.

Originally posted on LinkedIn

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