Investment Advisory Apprentice (ISIO)

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:

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.

Training Outcome:
After completing the Level 4 Apprenticeship successfully while performing well at work support will be provided to progress to achieving full qualification a Chartered Financial Analyst.

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.

Working Hours :
Monday to Friday. Shifts to be confirmed.

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