2026 Wealth Graduate Analyst Rotational Programme, Croydon

Isio; Croydon; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services consultancy in Croydon is seeking Graduate Analysts for their new 2026 Wealth Graduate Analyst Rotational Programme. The role includes two, 12-month rotations in areas such as Wealth Planning and Investment Management. Successful candidates will analyze financial data, assist in strategy development, and gain valuable experience in a team-oriented environment. A competitive salary and benefits package are offered.

Benefits

Competitive salary

Defined contribution pension scheme

Life insurance

Healthcare benefits

25 days annual leave plus bank holidays

Flexible working

Qualifications

• Completed an undergraduate degree or higher by September 2026.
• Ability to work with data and financial concepts.
• Strong desire to work in Wealth and Investment Management.

Responsibilities

• Analyzing and interpreting financial data to support business decisions.
• Preparing presentations and reports for internal governance.
• Participating in strategy, project, team, and client meetings.

Skills

Analytical skills

Client/customer service skills

Attention to detail

Time management

Teamwork

Education

Undergraduate degree (2.1 or higher)

Job description

Overview

2026 Wealth Graduate Analyst Rotational Programme, Croydon

Location

Croydon

Length of Programme

Brand new programme here at Isio. The Wealth team is diversifying and growing. The programme consists of 2, 12-month rotations in the Wealth service line: one rotation within the Wealth Planning team and one rotation either in the Investment Management team or Private Office. At the end of the 2 years, you will be aligned to the team that best fits your strengths.

Qualifications you’ll work for: You will work towards achieving Level 4 through the CII, with potential opportunities to complete the IMC and/or CFA depending on your career and development aspirations.

Entry requirements

• To apply, you need to have completed an undergraduate degree or higher-level qualification by September 2026 and have achieved a 2.1 or higher. If you are in your final year, you should be on track to achieve this.
• Open to applications from any degree subject, but you must demonstrate the ability to work with data and financial concepts, client/customer service skills, the ability to meet deadlines, attention to detail, and a clear career aspiration to work within Wealth and Investment Management.
• We are not able to provide visa sponsorship for this position; you must be able to work in the UK without visa sponsorship now or in the future.

Working in Wealth at Isio

Our Wealth team is made up of core teams that work closely together to deliver an exceptional service to clients, turning the complex into simple and providing recommendations aligned to clients’ personal circumstances with integrity and transparency.

Core Teams

Wealth Planning

We help clients gain confidence in their financial wellbeing by providing advice and investment solutions aligned to their goals. The advice includes:

• Accumulating wealth through pensions, ISAs, and other options
• Retirement planning and cash-flow analysis
• Inheritance Tax planning to support wealth transfer
• Protection products for peace of mind and IHT planning
• Executive financial planning
• Sophisticated investments, including VCTs and EIS
• Business planning, including keyman and shareholder protection

Wealth Solutions

We deliver investment solutions to the broader wealth market (B2B and B2C) powered by the Isio investment engine. The team also manages in-house portfolios for Wealth Planning and Private Office. Work includes:

• Portfolio construction
• Portfolio management
• Solution design
• Client servicing
• Product governance and reporting

Private Capital Team

Provides UHNW, Family Office, Charity and Endowment clients with investment advisory and managed account services. We focus on wealth preservation, liquidity and governance across generations, offering access to top-tier managers across all asset classes including private markets.

• Managed accounts: delegating responsibility to implement and manage portfolios within objectives
• Ongoing active advice: setting objectives, strategy, manager selection, implementation, monitoring and reporting; you retain input over decisions
• Project consulting: reviewing portfolios, setting objectives and strategy

What you will be doing

You will develop analytical and problem-solving skills while building interpersonal skills in a professional team environment. From day one you will contribute to client work, including:

• Analyzing and interpreting financial data to support business and client decisions
• Contributing to the development of strategies and solutions
• Preparing presentations and reports for internal governance and board reporting
• Supporting the Wealth Team in evaluating and implementing strategies
• Participating in strategy, project, team and client meetings
• Contributing to continuous improvement of internal processes and methodologies

Key attributes we are looking for

As a people-first business, personal attributes are as important as academic qualifications. We are looking for:

• Excellent communication – the ability to communicate with people
• Enthusiasm and motivation – a strong desire to provide excellent customer service
• Excellent time management – the ability to manage multiple tasks and meet deadlines
• A great team worker – ability to work as part of a team in a busy, fast-paced environment

Company values

Power in Partnership: We work in partnership with clients and colleagues to build open and trusted relationships. This collaboration helps us deliver the best for clients.

Future Focus: We strive to push the industry forward by solving problems in ways that benefit clients and society.

Strength in Difference: We value diverse perspectives to find better solutions.

People First: We recognise pensions as a people business; people’s lives are affected by our advice.

Isio is a people business, offering a wide variety of experience, development opportunities and progression. The roles provide significant development opportunities and progression through the business.

Benefits and next steps

On top, we offer:

• A competitive salary
• A defined contribution pension scheme
• Life insurance
• Healthcare benefits
• Income protection
• 25 days annual leave, plus bank holidays and two Company days
• CSR allowance
• Flexible working
• Flexible benefits package
• Comprehensive study support

You can learn more about Isio and the benefits we offer here: Isio - Careers & Benefits

About Isio

Isio was founded in 2020 following the sale of KPMG UK’s Pension Practice. We are a challenger providing expertise across Pensions, Investment, Benefits and Wealth for an integrated client experience.

Isio is built by challengers and forward-thinkers, with a focus on delivering greater financial confidence. We empower colleagues to develop and perform, valuing curiosity and giving people room to outperform.

We are committed to fostering an inclusive, equitable and diverse workplace where colleagues belong. We uphold respect, fairness and inclusion in our actions and decisions to create a stronger, more innovative environment. We are an equal opportunities employer and welcome applications from all suitably qualified candidates.

If you may require a reasonable adjustment at any stage of recruitment, please email [e-mail]

What’s next?

Click on “apply” below and follow the simple application process online.