L4 Investment Consulting Apprentice - ISIO (Reading) Isio

Our Investment Consulting apprenticeship will give you the opportunity to develop knowledge and experience in investment consulting focussed on supporting clients with their pension funds and liabilities. You will get to be involved in a wide range of work we do to for our clients and work on live projects.

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Closing date: 26 Aug 2024

Apprenticeship summary

  • Annual wage


  • Working week

    Monday to Friday. Shifts to be confirmed.

    Total hours per week: 37.5

  • Expected duration

    18 Months

  • Possible start date

    30 Sep 2024

  • Date posted

    09 May 2024

  • Apprenticeship level

    Level 4 (Higher national Certificate)

  • Reference number


  • Positions

    1 available

What you will do in your working day

Investment Advisory Apprenticeship – the opportunity.

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
  • You will be supported with training alongside the other apprentices, your local office team and also national training to help you learn both specific knowledge and effective personal behaviours
  • Your learning will be focused on progressing through a Level 4 Investment Operations Specialist Apprenticeship, guided by our external learning partner
  • At each stage of the process, you will be in control of your progression and supported by a people manager and a local ‘buddy’, alongside informal mentors across the organisation. Our vision is that after several years you will be an experienced and key member of the team and progressing well to achieving recognition as a CFA Chartered Financial Analyst
  • What we are looking for in Apprentices in Investment Consulting
  • We are keen to recruit Apprentices who have a strong interest in investments, current affairs and the markets, have good numerical skills, and can communicate with a wide range of people
  • We are looking for Apprentices who are enthusiastic and self-motivated to be part of a team and show good levels of self-discipline, organisational skills and time management

We will also be looking to see how applicants align to our core beliefs:

  • Power in Partnership: We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients
  • Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society
  • Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger
  • People First: We recognise that pensions is a people business People are the source of Isio’s expertise, and it is people’s lives that we affect through our advice

The training you will be getting

  • As an Investment Operations Apprentice with BPP, you will complete the Investment Operations Specialist Level 4 Higher Apprenticeship
  • Completion of the apprenticeship will result in you being awarded CISI IOC qualification

What to expect at the end of your 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

Number skills, Willingness to learn, Determined, Can do attitude


GCSE or equivalent English (Grade (A*-C/9-4 or equivalent)) Essential
GCSE or equivalent maths (Grade (A*-C/9-4 or equivalent)) Essential

Things to consider

Working as an Investment Apprentice at Isio will require a good level of numerical ability which will be assessed during our recruitment process. Please ensure that you apply for the position as soon as possible to avoid disappointment. The closing date is a rough guideline as to when an advert will close. The advert may close before the given closing date if the employer has filled the position(s). BPP have a dedicated team who support students with disabilities, learning difficulties, health conditions and wellbeing. Please contact us if you have any queries or would like more details.

About the employer

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.





Thames Tower

Station Rd


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Training provider


Adjustments for experience

You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant:

  • training
  • qualifications, like an NVQ in a relevant field
  • industry or sector experience


Nabila Lotfy


0203 8342872

Apprenticeship standard

Investment operations specialist

Level 4 (Higher national Certificate)

Demonstrating experience

If your application is successful, you will have a chance to discuss your relevant prior learning or experience with your training provider and employer. You will all need to agree any adjustments to your training plan.

You should be prepared to show your competence, and evidence of relevant qualifications

Before you apply

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