Investment Advisory Apprentice (ISIO)

Getting In Limited; London; On-site; GBP 60,000 - 80,000; Full time

Job summary

An established industry player is offering an exciting opportunity for an Investment Advisory Apprentice. This apprenticeship will provide a strong foundation in investment consulting, allowing you to assist in delivering tailored investment strategies to a diverse range of clients. You'll gain hands-on experience in asset allocation, financial risk management, and fund manager selection while working alongside a dynamic team. This role is perfect for individuals looking to kickstart their career in finance and investment, providing invaluable skills and experience in a supportive environment. If you're enthusiastic and eager to learn, this is the perfect opportunity to grow your career.

Qualifications

• Strong numerical skills and ability to work in a team environment.
• Excellent communication skills and self-motivation are essential.

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

Number skills

Team working

Confident in communication

Enthusiastic

Self motivated

Time management skills

Education

A-levels or equivalent

Job description

What do you want to search? Keyword Apprenticeship Type Location

Investment Advisory Apprentice (ISIO)

Apply From: 27/01/2025

Learning Provider

Delivered by BPP PROFESSIONAL EDUCATION LIMITED

Employer

Isio

Vacancy 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.

Key Details

Vacancy Title

Investment Advisory Apprentice (ISIO)

Employer Description

Isio provides full-service pensions consultancy to our 1000+ corporate clients, from actuarial expertise through to investment advice and third-party administration and advising clients on providing the best possible reward and benefits packages for their employees. Isio launched in March 2020 out of KPMG UK’s pensions practice and has grown to over 1000 people working across 10 offices across the UK.

Vacancy Location

Noble Street EC2V 7EE

Wage Frequency

Custom

Number of Vacancies

1

Vacancy Reference Number

1000298401

Key Dates

Apply From

27/01/2025

Closing Date For Applications

2025-02-21 23:59:59

Interview Begin From

Possible Start Date

2025-09-24 00:00:00

Learning Provider

BPP PROFESSIONAL EDUCATION LIMITED

Skills Required

Number skills, Team working, Confident in communication, Enthusiastic, Self motivated, Time management skills

Apply Now