As we continue to respond to pensions reform and Government ambitions for pooling, we are strengthening our client-facing capabilities. To ensure we remain well positioned to deliver high-quality, tailored support to each of our Partner Funds, we are beginning the recruitment process for two Client Advisory Managers.
We are seeking two Client Advisory Managers to support the Client Directors in the day-to-day management of LGPS clients within an investment pool. This role is ideal for individuals looking to build a long-term career in investment consulting and fiduciary management. This is a key role, based in Wolverhampton, supporting the development and delivery of our advisory and delegation services in line with the government's "Fit for the Future" agenda.
You will gain hands-on experience supporting senior consultants and portfolio managers in delivering strategic investment advice and overseeing delegated portfolio solutions for large LGPS clients.
What you'll be doing:
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As one of our
Client Advisory Managers
, you'll be right at the heart of delivering an exceptional experience to our clients. Here's a flavour of what you'll get involved in:
Initial phase
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Support development of strategic advisory services by assisting senior team members in the design and documentation of new offerings tailored to Partner Funds' needs.
Support in systems procurement, including gathering data to support the selection and implementation of tools such as risk modelling platforms and capital market assumption providers.
Contribute to design of investment solutions, in particular regarding the asset class building blocks used in strategic asset allocation and fiduciary model portfolios.
Help manage Partner Fund advisory relationships by coordinating meetings, preparing briefing materials, and recording actions and decisions.
Support Partner Fund transition plans by tracking milestones, compiling updates from internal teams and Partner Funds, and preparing internal status reports to ensure alignment with government implementation deadlines.
Prepare and maintain internal documentation, such as meeting minutes, project tracking tools, and internal presentations, ensuring information is kept accurate and up to date.
Ongoing
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Provide day-to-day support in managing LGPSC advisory client relationships.
Assist in preparing regular investment reports and performance reviews.
Support the Client Director in responding to client queries and requests.
Help coordinate meetings, agendas, and follow-ups with clients, including attendance at Partner Fund investment related meetings, including Pension Committee meetings.
Contribute to the development of tailored investment solutions and documentation.
Maintain accurate records of client interactions and deliverables.
Collaborate with internal teams to ensure timely delivery of services.
Liaise with external consultants and third-party oversight providers.
Working internally with strategy and asset allocation teams to ensure advice and advisory services are appropriate for Partner Funds.
About us
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LGPS Central (LGPSC) Ltd is the FCA-regulated asset manager for eight 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 45bn+ of their assets. It is one of eight 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
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
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Institutional Investment Experience:
Experience in investment consulting or relationship management within pension funds, asset managers, or similar, with solid experience in both public and private markets and an understanding of the LGPS preferred.
Client & Stakeholder Engagement:
Experience in building collaborative relationships with a wide range of stakeholders including clients, Pension Committees, actuaries, investment advisors, senior management, and service providers.
Investment Strategy Delivery:
Hands-on experience supporting in the delivery of a full suite of institutional investment services-from setting strategy and implementation to investment reporting and oversight.
Governance & Regulation Expertise:
Understanding of investment governance frameworks, asset owner reporting, and UK pension regulations, ideally including LGPS specific elements.
Analytical & Technical Proficiency:
Experience in asset liability modelling, reporting at both strategic and asset class level
Collaborative & Organised Approach:
Able to work cross-functionally in dynamic environments, managing multiple priorities and proactively planning and executing projects.
Ethics & ESG Integration:
Strong commitment to ethical standards with knowledge of ESG principles and their practical application in investment decision making.
Qualifications:
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Bachelor's Degree - Required
Working towards CFA or Actuarial qualifications - Preferred
IMC - Preferred
Commitment to ongoing professional development
What do we offer?
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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
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