Apprentice - Investment Advisory- Reading 2024 ...

TN United Kingdom; Reading; On-site; GBP 20,000 - 30,000; Full time

Job summary

An established industry player is seeking enthusiastic Apprentices for their Investment Advisory Apprenticeship. This role offers a unique opportunity to gain hands-on experience in a rapidly growing team, providing invaluable services to clients in pensions and wealth management. Apprentices will work alongside experienced professionals, assisting in client advice, preparing investment reports, and conducting research on asset classes. With a focus on personal development and support, this apprenticeship leads to recognized qualifications, paving the way for a successful career in investment consulting. Join a company that values diversity and invests in your future.

Benefits

Paid Volunteering Days

Flexible Study Days

Career Development Support

Qualifications

• Strong interest in investments and current affairs.
• Good numerical skills and ability to communicate effectively.

Responsibilities

• Assist in delivering client advice on investment strategies.
• Prepare and present investment monitoring reports to clients.
• Conduct asset class research and evaluate investment cases.

Skills

Numerical Ability

Communication Skills

Organizational Skills

Self-discipline

Time Management

Education

GCSE in English and Maths

A Levels or equivalent qualifications

Job description

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Client:

Isio

Location:

Reading, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

77aac9df90aa

Job Views:

40

Posted:

11.04.2025

Expiry Date:

26.05.2025

Job Description:

About Us

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 corporate clients, from actuarial expertise through to investment advice and third-party administration, advising clients on providing the best possible reward and benefits packages for their employees. Isio launched in March out of KPMG UK’s pensions practice and has grown to over people working across 10 offices in the UK.

Starting your career at Isio

Everything about Isio is developed by people for people. People are the source of our knowledge and expertise, and people trust us to give advice that materially affects their lives. We also welcome people of all backgrounds, and we recognize that working with differences makes us stronger and is integral to our continued success.

For you, this means that we are focused on your personal development and will ensure that working at Isio leads to your career flourishing. At Isio, you will be in control of your own development, working within and being supported by a team of highly motivated individuals. We are a growing business and this will create a range of exciting opportunities for you, whilst you are supported in achieving relevant qualifications with the guidance of a specialist provider and flexible study days. We also offer the ability to give back to the community through paid volunteering days.

We are keen to support those starting their career at Isio with building a strong foundation for success. Whether as a Graduate, Industrial Placement student, Summer intern or as an Apprentice, Isio will provide a great experience working alongside experienced professionals. You will have the opportunity to help fulfill our purpose of creating better outcomes for our clients, their members, and society by empowering and developing our people.

Apprentices at Isio have acknowledged their positive experience, as shown by our ranking as the Top Employer for Apprentices to work for in Consulting according to the Job Crowd rankings.

Programme: Investment Advisory Apprenticeship

Location:
Reading: 10th Floor, Thames Tower, Station Rd, Reading

Length of Programme: Successful applicants will be employed on a permanent basis. We anticipate our Apprentices will complete a Level 4 Investment Operations Specialist Apprenticeship within 2 years. There is then the opportunity to progress to completing a Level 6 Apprenticeship, leading towards qualification as a Chartered Financial Analyst (CFA).

Entry Requirements:

• GCSE in English and Maths at Grade 4 or C or an equivalent, or higher
• Qualifications equivalent to 96 UCAS points (since ), or UCAS points (before ) 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.

Investment Advisory Apprenticeship – the opportunity

Our Investment Advisory team is an area of rapid growth within our company. Providing invaluable services to pensions, trustee, 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. Our team comes from diverse backgrounds. Your Apprenticeship will give you a great foundation into this key part of Isio’s growth.

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:

• 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.
• Setting up our asset liability and allocation models to better understand the client’s range of potential future outcomes.
• Preparing and presenting investment monitoring reports to our clients.
• Asset class research; evaluating investment cases and current market pricing for asset classes – from traditional equities to alternatives such as direct lending.
• 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 effective personal behaviors. 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 organization. Our vision is that after several years you will be an experienced and key member of the team and progressing well to achieving recognition as a CFA (Chartered Financial Analyst).

What we are looking for in Apprentices in Investment Consulting

We are keen to recruit Apprentices who have a strong interest in investments, current affairs and the 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, organizational skills and time management. We will also be looking to see how applicants align to our core beliefs:

Power in Partnership: We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.

Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.

Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.

People First: We recognize that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.