Associate, Investment Consulting PB Pensions

Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview At Gallagher, we’re looking for an Investment Consultant to join our team. This is a client-facing and technical role where you’ll work closely with institutional clients, including pension schemes, charities, insurers, and wealth managers. You’ll collaborate with specialists across sustainable investment, asset-liability management, manager research, and transition teams to deliver tailored advice. We’re committed to helping you grow. You’ll have autonomy to lead key projects, present to clients, and develop your expertise with structured training and support from senior consultants. How you'll make an impact • Build strong relationships with institutional clients and oversee key investment workstreams. • Present clear and credible investment advice at Trustee and client board meetings. • Work with specialists across the business to deliver holistic, tailored advice. • Monitor client portfolios and ensure investment strategies remain effective. • Mentor junior team members and share your knowledge to help them grow. • Support business development by preparing proposals and contributing to new initiatives. • Engage with the wider industry through thought leadership, blogs, or conferences. About You Essential: • 2–5 years of experience in investment consulting or institutional investment, ideally with UK pension clients. • Strong knowledge of capital markets and investment strategy. • Confident communicator who can present to sophisticated clients. • Proactive and organised, with the ability to meet deadlines. • Skilled in Microsoft Office, especially PowerPoint and Excel. Desirable: • CFA, FIA, or equivalent qualification (or working towards one). • Knowledge of sustainable investment principles. • Interest in contributing to industry discussions through writing or speaking. Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: • Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days • Defined contribution pension scheme, which Gallagher will also contribute to • Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x • Income protection, we’ll cover up to 50% of your annual income, with options to top up • Health cash plan or Private medical insurance Other benefits include: • Three fully paid volunteering days per year • Employee Stock Purchase plan, offering company shares at a discount • Share incentive plan, HMRC approved, tax effective, stock purchase plan • Critical illness cover • Discounted gym membership, with over 3,000 gyms nationally • Season ticket loan • Access to a discounted voucher portal to save money on your weekly shop or next big purchase • Emergency back-up family care • And many more… We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you’d prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gen