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Senior Investment Consultant

57,701 P.A. ?
Location: Bristol
Company: Aon
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Senior Investment Consultant

We're hiring!

Aon are currently recruiting a Senior Pension Investment Consultant to join our team in Bristol. You will be primarily responsible for adding value to Aon's relationship with clients through management, development and retention of a portfolio of clients.

About Aon

Aon Plc is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.

Aon is an equal opportunities employer. Aon's recruitment and selection policy ensures the best possible skill mix of colleagues and the highest quality candidates are appointed using objective job-related criteria.


The UK pensions landscape is evolving at a rapid pace. Economic challenges, legislative change, an ageing population and asset volatility pose a wide variety of risks and challenges to pension schemes. Trustees and scheme sponsors are faced with a range of decisions on difficult topics from managing risk to improving member engagement, setting an investment strategy to managing DC plans.
Aon Retirement Solutions' market-leading capabilities and award-winning expertise make us the perfect partner to help clients through their pension challenges. We can provide integrated and comprehensive solutions across actuarial, plan administration, investment and insurance disciplines, enabling us to serve our clients' unique needs every step of the way.

The FCA's Senior Managers & Certification Regime (SM&CR) applies to Aon from December 2019 and this role is subject to the relevant requirements of the Regime. The primary aim of SM&CR is to drive individual accountability for all roles within the Financial Services Sector. Aon must ensure those in senior roles, with the potential to cause significant harm to customers and the business of the firm, are deemed to be fit and proper at all times and also to ensure everyone working in the sector adheres to a set of Conduct Rules and are held to account where they do not meet the right standards of behaviour.

About the Role

Your impact as a Senior Investment Consultant:
  • Strong focus on growth and securing new business, experience of prospecting for new business and leading client pitches.
  • Advising clients on investment strategy, default design, fund selection and provider reviews.
  • Understanding and focus on good member outcomes and working with clients to achieve this goal.
  • Leading relationships with a diverse client base, with accountability for developing those relationships, for example through introducing additional service.
  • Directing large projects, e.g. provider review exercises and asset transitions.
  • Taking overall responsibility for quality of technical work delivered to clients.
  • Helping to further build the investment expertise within the wider team, through training and mentoring of more junior colleagues as necessary.
  • These are senior positions within the Traditional Advisory Team and you will be expected to contribute to the thought leadership and future strategy of the team.
  • Responsibility for working in accordance with the Aon UK Limited Risk Management Framework, and compliance with the Aon UK Limited policies, including participation in the management of risks (including completion of mandatory training) that may adversely affect the business, interests or reputation of any Group Company.
About you

Your knowledge and expertise:
  • Track record in leading client relationships.
  • Experience in winning new business and strong focus on growing the client base and revenue.
  • Strong communication and interpersonal skills, and comfortable advising Trustee Boards and those in senior company roles at a strategic level.
  • Self-motivating and ambitious.
  • Able to encourage and develop other colleagues, and work well within diverse teams.
  • Experience advising clients on some or all of:
    • Investment strategy
    • Products and investment platforms
    • Asset transitions
    • Fund manager recommendations
    • Ongoing monitoring
    • Scheme governance
    • Compliance with regulatory requirements and changes in legislation
Salary and Benefits

This role offers a competitive salary and bonus, plus a comprehensive benefits package and 25 days holiday. Through our flexible benefits, you will also have the opportunity to choose additional benefits, including healthcare and additional holiday. We also offer tremendous potential with a growing worldwide organisation.

Our Colleague Experience

Every day, our colleagues make a difference, work with the best, own their potential, and value one another. Together, we share this one purpose: to empower economic and human possibility around the world. This unifying goal is at the heart of our identity, and it lives in everything we do. To learn more about our colleague experience, visit Aon Colleague Experience.

We're happy to talk flexible working. If you need to flex your working pattern, Aon offers flexible and agile working policies and we're happy to discuss options with you upon application.
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