Investment Advisory Apprentice — CFA Path & Permanent Role

Isio; Reading; On-site; GBP 100,000 - 125,000; Full time

Job summary

A reputable financial consultancy in Reading is seeking an Investment Advisory Apprentice to assist in providing investment advice to clients. Applicants should possess strong numerical abilities and a keen interest in financial markets. The role includes opportunities for personal development and achieving qualifications like the Chartered Financial Analyst (CFA). This position offers a full-time permanent contract with training support, ensuring a solid foundation for your future career.

Benefits

Paid volunteering days

Support for relevant qualifications

Qualifications

• Strong interest in investments, current affairs and markets.
• Enthusiastic and self-motivated to work in a team.
• Demonstrates good levels of self-discipline.

Responsibilities

• Assist in delivering client advice regarding investment strategies.
• Set up asset liability and allocation models.
• Prepare and present investment monitoring reports.

Skills

Numerical ability

Communication skills

Time management

Organisational skills

Education

GCSE in English and Maths at Grade 4 or C

Qualifications equivalent to 96 UCAS points

Job description

A reputable financial consultancy in Reading is seeking an Investment Advisory Apprentice to assist in providing investment advice to clients. Applicants should possess strong numerical abilities and a keen interest in financial markets. The role includes opportunities for personal development and achieving qualifications like the Chartered Financial Analyst (CFA). This position offers a full-time permanent contract with training support, ensuring a solid foundation for your future career.