2025 Apprenticeship - Investment Advisory, Bristol - September 2025 Start Date

Isio; Bristol; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading investment consultancy in Bristol seeks Apprentices for its Investment Advisory team. As an apprentice, you will support client advisory services, implement investment strategies, and develop valuable skills through a Level 4 Investment Operations Specialist Apprenticeship. The ideal candidate has GCSEs in English and Maths and a strong interest in finance. Competitive development opportunities are included.

Benefits

Hands-on experience with professionals

Dedicated study time for apprenticeships

Structured salary progression

Career development opportunities

Qualifications

• Strong interest in investments, current affairs, and financial markets.
• Good numerical skills assessed during recruitment.
• Self-motivated and enthusiastic to be part of a team.

Responsibilities

• Assist in the delivery of client advice on investment strategies.
• Set up asset liability and allocation models.
• Prepare and present investment monitoring reports.
• Conduct asset class research.
• Research fund managers and fiduciary managers.

Skills

Numerical ability

Interest in investments

Communication skills

Organizational skills

Education

GCSE in English and Maths at Grade 4 or C

Qualifications equivalent to 96 UCAS points

Job description

Our Investment Advisory team is an area of rapid growth within our company. Providing invaluable services to pensions, trustees, corporate and wealth management clients, we advise on a diverse range of investment-related subjects, including asset allocation, financial risk management and fund manager selection. Your Apprenticeship will give you a great foundation for a successful career in this key part of Isio's offer to our clients. Our services are purely advisory - we don't manage any money for clients or trade in any securities.

Working with institutional investors such as pension funds, corporations and other wealth holders (e.g., insurance companies or private wealth clients), we offer a wide range of investment advice in areas where our Investment Apprentices will build their experience. During your Apprenticeship in Investment consulting at Isio, you will get involved in:

1. Working in a client team to assist in the delivery of client advice, ranging from the appropriate investment strategy to implementation of the chosen strategy.
2. Setting up our asset liability and allocation models to better understand the client's range of potential future outcomes.
3. Preparing and presenting investment monitoring reports to our clients.
4. Asset class research; evaluating investment cases and current market pricing for asset classes - from traditional equities to alternatives such as direct lending.
5. Researching fund managers and fiduciary managers.

You will be supported with training alongside the other apprentices, your local office team and also national training to help you learn both specific knowledge and develop effective personal behaviours. Your learning will be focused on progressing through a Level 4 Investment Operations Specialist Apprenticeship, guided by our external learning partner. At each stage of the process, you will be in control of your progression and supported by a people manager and a local 'buddy', alongside informal mentors across the organisation. Our vision is that after several years you will be an experienced and key member of the team and progressing to achieving qualification as a CFA (Chartered Financial Analyst).

To apply for Isio's Investment Advisory (Pensions) Apprenticeship, you need to be available for full-time employment from mid-September 2025. You will need to have achieved the following academic qualifications:

• GCSE in English and Maths at Grade 4 or C or an equivalent, or higher
• Qualifications equivalent to 96 UCAS points (since 2017), or 240 UCAS points (before 2017) across 3 A Levels or equivalent qualifications

Working in Investment Advisory will require a good level of numerical ability, which will be assessed during our recruitment process. We are keen to recruit Apprentices who have a strong interest in investments, current affairs and financial markets, have good numerical skills, and can communicate with a wide range of people. We are looking for Apprentices who are enthusiastic and self-motivated to be part of a team and show good levels of self-discipline, organisational skills and time management. We will also be looking to see how applicants align to our core beliefs.

Without careful consideration today, tomorrow's pensions don't exist. That's where Isio comes in, giving our clients the advice and support they need to deliver better outcomes and financial wellbeing for their members in the decades to come. Isio provides full-service pensions consultancy to our 1000+ corporate clients, from actuarial expertise through to investment advice, third-party pensions administration and advising clients on providing the best possible reward and benefits packages for their employees. Launched in March 2020 out of KPMG UK's pensions practice, Isio has grown to over 1100 people across 10 UK offices.

Starting your Career at Isio:

• We're a People First business, supporting you to reach your goals, whatever they may be, including studying for key professional qualifications.
• You will develop workplace skills while learning from industry experts who aim to challenge the sector with innovative solutions.
• We foster an environment where you can succeed in a role that utilizes your existing skills and helps develop new ones.
• We are committed to inclusion and belonging, supporting you to bring your whole self to work every day.

When you join Isio as a new Apprentice, we will provide:

• Hands-on experience working alongside experienced professionals.
• Dedicated time and support for studying your Apprenticeship qualification.
• Opportunities to build key workplace skills and behaviours.
• Structured salary progression recognizing your development and contribution.
• Career development opportunities beyond your Apprenticeship.

Isio is growing rapidly, offering a balance of working with experts in an innovative organization aiming to drive positive change. Apprentices at Isio have acknowledged their positive experience, as reflected in our ranking as the Top Employer for Apprentices in Consulting (Job Crowd 2023 rankings).

Our core values include:

• Power in Partnership: Building open and trusted relationships with clients and each other.
• Future Focus: Innovating to benefit clients and society.
• Strength in Difference: Embracing diverse perspectives for better solutions.
• People First: Recognizing that pensions are a people business, impacting lives through our advice.