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LGPS Central —Monmore Green
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- Microsoft Excel
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
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4d
Senior Administrator
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9d

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financial advisory occupations jobs near erdington, wmd

Client Advisory Analyst

LGPS Central
Monmore Green

Quick apply

Job details

Permanent | Full-time
13 days ago

Benefits

Cycle to work scheme
Annual leave
Company pension
Employee assistance programme
Private medical insurance
Transport links
Paid volunteer time
Car scheme

Qualifications

Microsoft Excel
Bloomberg
Analysis skills
Communication skills

Full job description

Join LGPS Central at a pivotal moment, where investment meets long-term impact.

This role supports the delivery of advisory services to Partner Funds, working closely with the Client Advisory Managers and Client Advisory Directors to satisfy Partner Fund needs. The role focuses on drafting strategic advice, collating supporting materials, and contributing to high-quality, evidence-based client deliverables.

What you'll be doing:

Draft initial investment advice, including strategic asset allocation and portfolio positioning
Use of asset-liability modelling to develop strategic asset allocations for client portfolios
Collate supporting research, analysis and data for advisory recommendations
Use Bloomberg to retrieve data for funds and indices
Prepare client papers, slide decks, and briefing materials
Support the Client Services team prepare for meetings including agendas, packs, and minutes
Maintain accurate records of advice, assumptions, and supporting evidence
Assist in development of advisory frameworks, tools and templates
Work with internal teams to gather inputs across strategy, portfolio and operations
Support responses to client queries and ad-hoc requests
Contribute to transition planning and tracking where required
Identify areas for process improvement

About Us

LGPS Central (LGPSC) Ltd is the FCA regulated asset manager for fourteen local authority pension funds across the Midlands. LGPSC is jointly owned on an equal shares basis by those Partner Fund, and it is responsible for managing £100bn+ of their assets. It is one of six Local Government Pension Scheme (LGPS) asset pools in the UK.

LGPS Central's Partner Funds are:

Cheshire Pension Fund
Derbyshire Pension Fund
Leicestershire Pension Fund
Nottinghamshire Pension Fund
Shropshire Pension Fund
Staffordshire Pension Fund
West Midlands Pension Fund
Worcestershire Pension Fund
Gloucestershire Pension Fund
Hampshire Pension Fund
Suffolk County Council
Wiltshire Pension Fund
Norfolk Pension Fund
Oxfordshire Pension Fund

The Company is committed to responsible investment and has made responsible investment a core part of the investment process in every asset class.

LGPS Central offers a friendly and diverse, hybrid working environment with a range of employee benefits. The Company moved to new premises at i9, Wolverhampton Interchange in January 2022, close to local transport links.

Our objective is to be a leading investment management company working with and for our Partner Funds. With a focus on value for money and performance we want to aspire to be one of the best because this is how we will deliver the superior investment returns and low costs for our Partner Funds

Requirements

Institutional Investment Understanding: Basic knowledge of multi-asset investing and portfolio construction
Analytical Skills: Ability to interpret data and support investment decision-making
Research Capability: Able to gather and synthesise information from multiple sources
Communication: Clear written and verbal communication, particularly for drafting client advice
Organisation: Ability to manage multiple tasks and deadlines
Systems: Familiarity with Excel, Bloomberg and investment data sources

Qualifications:

Degree level or equivalent
IMC - Desirable but not essential at this stage
CFA - Desirable but not essential at this stage
The successful candidate should show a willingness to study towards relevant professional qualifications.

What do we offer?

We are proud to provide our people with a premium and exclusive benefits package and we are continually improving the rewards we offer. Here are a few of the valuable rewards that you will enjoy:

Competitive salary
An enhanced and generous Pension Scheme
30 days' paid holiday plus bank holidays
2 days paid volunteering days
An extra paid Company Day in addition to paid holidays
Excellent Learning & Development Opportunities
Welfare and Family-friendly policies
Enhanced pay for new parents
Access to our Employee Assistance Programme - 24-7 Health & Wellbeing Support
Vitality Private Medical Insurance
Hybrid Working
Company Service Awards
Cycle to Work Scheme
Company Electric Vehicle Scheme
Nominees of the Family Friendly Employer of the Year 2022 - Personnel Today Awards 2022
Winner of the Cultural Awareness Initiative of the Year - FT Advisors Diversity in Finance Awards 2023
Winner of Diversity and Inclusion Award LAPF In Investments Award 2023
Winner of LAPF Investment Innovation
Winner of Pool of the Year 2025

Quick apply

Refine Your Search

financial advisory occupations jobs in erdington, wmd

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