Investment Advisory Apprentice with Isio Isio
We are looking for investment apprentices to join our exciting, fast-growing team and to provide a platform for our apprentices to become our future leaders of tomorrow. Looking after our people is at the heart of what we do at Isio.
This apprenticeship requires you to apply through the employer's website.
Apply nowClosing date: 01 Sep 2023
Apprenticeship summary
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Annual wage
£20,950.00
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Working week
Monday - Friday, 9.00am - 5.00pm
Total hours per week: 35
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Expected duration
18 Months
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Possible start date
02 Oct 2023
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Date posted
13 Feb 2023
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Apprenticeship level
Higher
Level 4 (Higher national Certificate) -
Reference number
VAC1000133329
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Positions
4 available
What will the apprentice be doing?
We are focused on the development of our people and as an apprentice this would be no different. This role has both on and off the job training leading to achieving initially the Level 4 Investment Operations Specialist apprenticeship with the opportunity to study further and the potential to one day become a CFA Charterholder. The Investment Advisory Team is focused on delivering proactive and strategic advice through the production of insightful, independent and investment research.
Duties will include:
- 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 investment monitoring reports for 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
- Presenting your investment analysis and recommendations to the rest of the team and to clients
Who are we looking for:
- Our success stems from the quality of our team. We have an entrepreneurial atmosphere that offers the opportunity for every member to influence the shape and future development of the team. So, as well as financial acumen, we look for people who are articulate with strong communication skills
Locations:
- London, Birmingham, Bristol, and Leeds
What training will the apprentice take and what qualification will the apprentice get at the end?
- As an Investment Operations Apprentice with BPP, you will complete the Investment Operations Specialist Level 4 Higher Apprenticeship
What is the expected career progression after this apprenticeship?
- Following the programme, you will retain a full time position within the business, where you will continue to progress, learn and develop into senior positions
Requirements and prospects
Desired skills and personal qualities
Qualifications
A Level or equivalent Any (Grade Pass and above) Essential
About the employer
Training
Apprenticeship standard
Investment operations specialist
Level 4 (Higher national Certificate)
Employer's Application Instructions
This apprenticeship requires you to apply through the employer's website.
Apply nowClosing date: 01 Sep 2023