Investment Consultant

About the role

We are looking for an ambitious Investment Consultant to join our advisory division in Central London. The role involves helping private and corporate clients make informed investment decisions and achieve their long‑term financial goals.

Key responsibilities

• Build and maintain long‑term relationships with private and corporate clients.
• Conduct investment reviews, identify suitable opportunities and present recommendations.
• Analyse market developments and communicate investment insights.
• Support clients with portfolio planning, wealth accumulation and risk management.
• Collaborate with senior investment professionals on complex cases.
• Contribute to business growth through referrals, client retention and networking.
• Participate in strategy meetings, investment forums and market briefings.
• Represent the firm at client events and industry functions.

Required profile

• Degree in Finance, Economics, Business, Mathematics or a related discipline.
• Strong interpersonal and relationship‑building abilities.
• Commercial awareness and genuine interest in financial markets.
• Confidence communicating with professional and high‑net‑worth clients.
• Analytical and problem‑solving capabilities.
• Motivated by personal success and team achievement.

Required skills

What we offer

• Basic salary £55,000‑£70,000 per year.
• Performance bonuses, quarterly client retention bonuses and revenue‑share incentives.
• Annual profit‑share scheme and accelerated salary reviews for top performers.
• Private medical insurance, enhanced pension contribution and hybrid working options.
• Additional annual leave purchase, corporate gym allowance and wellbeing benefits.
• Modern Central London office and regular team events.
• Clear career progression to Senior Consultant and Investment Manager roles.