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. The Investment Advisory Team is focused on delivering proactive and strategic advice through the production of insightful, independent and investment research.

This apprenticeship requires you to apply through the employer's website.

Apply now

Closing date: 01 Sep 2023

Apprenticeship summary

  • Annual wage

    £18,500.00

  • Working week

    Monday to Friday, 9am - 5pm.

    Total hours per week: 35

  • Expected duration

    18 Months

  • Possible start date

    02 Oct 2023

  • Date posted

    14 Feb 2023

  • Apprenticeship level

    Higher
    Level 4 (Higher national Certificate)

  • Reference number

    VAC1000133384

  • Positions

    1 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.

Job Specification:

  • 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 Specialist Apprentice with BPP, you will complete the Investment Operations Specialist Level 4 Higher Apprenticeship with a CFA Institute / CFA UK - Investment Management Certificate.

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

Communication skills, Creative, Initiative

Qualifications

GCSE or equivalent Maths and English (Grade C or 4 and above) Essential
A Level or equivalent Any (Grade Pass and above) Essential

About the employer

Isio launched in March 2020, previously KPMG’s UK pensions practice, and is now one of the UK’s largest independent pensions advice and wealth management specialists. Isio combines actuarial expertise, third-party administration, investment consulting and DC specialism. Giving clear counsel and delivering better outcomes for pension scheme sponsors, trustees and members. Our Investment Advisory team offers full investment consulting services to both trustees and sponsors of pension schemes across both defined benefit and defined contribution markets. Our practice is expanding to provide advice to charities, insurers and high net worth individuals on a range of investment issues. Our Investment Advisory team has grown significantly over the last few years and is a key growth area for Isio over the next few years meaning significant investment in new ideas and technology. At Isio our primary purpose is to create better outcomes for clients, their members and society by empowering and developing our people. We strive to attract, retain and develop our people to create a culture which embraces difference, and provides creative solutions which drive value for us, our clients and our communities.

Employer

Isio

Address

Boar Lane

Leeds

LS1 5DA

You must have JavaScript enabled to view a map of the location

Training

Training provider

BPP PROFESSIONAL EDUCATION LIMITED

Contact

Jenny

recruitmentjenny@bpp.com

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 now

Closing date: 01 Sep 2023