Graduate Assistant Investment Consultant

TN United Kingdom; Birmingham; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Graduate Assistant Investment Consultant to join their dynamic team in Birmingham. This role offers a unique opportunity to develop your skills in finance while working directly with clients to provide tailored investment solutions. You will engage in various activities, from drafting advice to clients to conducting risk analysis and supporting investment strategies. With a strong commitment to your professional growth, the company provides comprehensive training, mentorship, and support for professional qualifications like CFA. Join a vibrant workplace that values diversity and fosters career development.

Benefits

Discretionary Bonus Scheme

25 days holiday

Pension plan

Life assurance

Employee assistance programme

Access to a qualified GP 24/7

Flexible benefits

Private medical cover for self and family

Travel insurance

Discounts at retailers

Qualifications

• Graduate with a strong academic background in finance, economics, or mathematics.
• Outstanding communication skills and a logical mindset are essential.

Responsibilities

• Assist clients with tailored investment solutions and reporting.
• Build relationships with clients and team members to enhance service delivery.

Skills

Communication Skills

Problem Solving

Numeracy

Attention to Detail

Relationship Building

Organizational Skills

Education

Bachelor's Degree in Economics

A Level Maths

Job description

Social network you want to login/join with:

Graduate Assistant Investment Consultant, Birmingham

Client:

XPS Pensions Group

Location:

Birmingham, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

6db37e2560c1

Job Views:

69

Posted:

11.04.2025

Expiry Date:

26.05.2025

Job Description:

The role

Discover more about the role below – we seek people who enjoy communicating and have a personable nature. You’ll be supported by on-the-job training, resulting in you developing your knowledge and abilities quickly. Working within client teams you will be assisting with analysis, reporting, client interactions, and relationship nurturing.

As a Graduate Assistant Investment Consultant with XPS, no day will ever be the same, but you will:

• Assist clients with solutions and best meet their objectives including but not limited to:
• Building relationships and communicating within the team, other departments in XPS, investment managers and clients
• Drafting written advice to clients on a wide range of topics
• Effectively delivering that advice to clients in meetings
• Helping to monitor funds, managers and their performance and reporting to our clients how their strategy has performed
• Risk analysis and modelling to help our clients better understand and manage risks relative to their return and other objectives
• Assisting with implementing investment strategies including asset transitions support alongside our specialist asset transitions team. (Note: we do not manage any money for our clients or undertake any trading.)
• Contributing to the continuous debate about how we do an even better job for our clients (e.g. new investment ideas or ways to communicate investment concepts).
• Working as part of a team, initially to assist more experienced team members but progressing to communicating directly with clients at the appropriate time for you
• Involved in manager and fund research in an area which interests you
• Opportunity to be further involved in other areas of personal interest (e.g. Environmental, Social and Governance / modelling)
• Regular training opportunities alongside your graduate intake cohort
• We will support you with either Chartered Financial Analyst (CFA) exams or actuarial (IFoA) exams. We know that it’s a really hard work completing professional qualifications whilst progressing in a new job, so we’ll help you every step of the way - we’ll equip you with study materials, tutorials, a mentor, and time off to study. We also award salary increases for exam success.

Your profile:

To thrive in this role, we would expect the most suitable candidate to be interested in investments or keen to learn more about investment, with a desire to provide the best solutions for our clients and be/have:

• Conscientious with an appetite to learn and develop skills
• Desire and ability to build great relationships with colleagues and clients
• Outstanding communication skills, written, oral and in presentation form
• Highly organised with the ability to prioritise effectively
• Logical mind-set, with a high level of numeracy
• Ability to problem solve and come up with solutions
• Outstanding accuracy and attention to detail
• Adaptable and a team-player
• A graduate with a strong academic background ideally in economics, mathematics or a finance related field but we are open to considering other fields to
• A level Maths (or equivalent Highers)
• Desire to study professional exams – Chartered Financial Analyst (CFA) exams or actuarial (IFOA)

What do we offer?

Are you looking to build your career in a business where you can bring your true self to work? XPS continually strives to be an inclusive and diverse workplace and our culture has our people at its heart.

As a disability confident employer, we have committed to support disabled individuals throughout the recruitment process. This means we have ensured each stage is inclusive and offers reasonable adjustments where required for recruitment and within the workplace.

At XPS, we invest in our graduates, fostering your growth and career journey. Join our vibrant and collaborative team, working alongside industry experts who value your unique perspective.

We offer an attractive reward package, including:

• Excellent salary
• Participation in a Discretionary Bonus Scheme
• 25 days holiday
• A set of core benefits including pension plan, life assurance, employee assistance programme, access to a qualified, practicing GP 24 hours a day, 365 days a year
• A comprehensive range of voluntary and flexible benefits to suit you and your lifestyle including holiday trading, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, critical illness cover, private medical cover for self and family, travel insurance and a broad range of discounts at hundreds of retailers.

What happens next?

If you feel XPS could be the next step on your career ladder, please apply directly via the links provided and we look forward to learning more about you. We will consider all applicants and respond swiftly.

The successful candidate will need to demonstrate the following requirements:

• Right to Work confirmation
• Employment or educational references covering five years