Investment Advisory Apprentice (Isio)

Summary

Start your career in Investment Consulting for Isio, an industry-leading challenger, providing Pensions, Benefits, Investment and Wealth services – ensuring better outcomes for our clients our people and society. Isio's award winning Apprenticeships will give a solid foundation for your professional career as an Investment Consultant for Pensions.

Wage

£21,000 a year

Check minimum wage rates (opens in new tab)

Training course

Investment operations specialist (level 4)

Hours

Monday to Friday. Shifts to be confirmed.

35 hours a week

Start date

Monday 2 June 2025

Duration

1 year 6 months

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you’ll do at work

We’re a People First business, so we want to make sure that you are supported to reach your goals, whatever they may be. We’ll support you with studying to achieve key professional qualifications. You will be able to develop your workplace skills while learning from industry experts who are looking to challenge the sector by delivering better solutions.

We aim to create an environment where you can succeed in a role which makes the most of your existing skills and develops new ones.

We are committed to inclusion and belonging and will support you in bringing your whole self to work every day. Isio are keen to recruit from all sections of our communities and provide excellent careers for everyone in the business.

We are keen to support those starting their career at Isio with building a strong foundation for their professional career. When you join Isio as a new Apprentice, we will provide you with:

Great experience working alongside experienced professionals You will have the opportunity to help fulfil our purpose of creating better outcomes for our clients, their members and our people
Dedicated time and support for studying for your Apprenticeship qualification
Development opportunities to support building key workplace skills and behaviours
Structured salary progression recognising your progression and contribution
Career development beyond your apprenticeship

Isio is growing at a fast and exciting pace. Starting your career at Isio will be a great balance of working with experts in their field within an innovative organisation that is looking to drive positive and innovative change in its sector.

Apprentices at Isio have acknowledged their positive experience, as shown by our ranking as the Top Employer for Apprentices to work for in Consulting according to the Job Crowd 2023 rankings.

Where you’ll work

Queen Square
Bristol
BS1 4ND

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

BPP PROFESSIONAL EDUCATION LIMITED

Your training course

Investment operations specialist (level 4)

Equal to higher national certificate (HNC)

Course contents

Maintains a consistently high standard of service internally, towards clients and with intermediaries. Adheres to well defined timeframes, systems and processes. Consistently attentive to accuracy, detail and timeliness; meets required risk, regulatory and governance requirements. Performs tasks which may be complex, specialised, or non-routine, such as bespoke (OTC) derivative settlement and margin calculations, monitoring and processing these complex transactions through to completion; Preparing management, investment performance or review reports for internal and external clients.
Adopts high quality written and verbal communication skills as appropriate for communicating with internal and external clients. . Builds positive relationships with clients and colleagues using sound interpersonal and influencing skills. Able to coach/train less experienced colleagues. Able to communicate and negotiate complex situations and issues that may arise.
Consistently supports colleagues and the wider business, collaborating to achieve results. Aware of their role within team, how their team fits within the business and how the team’s decisions impacts on others. Takes a leadership role in the team when appropriate. Operates well under time pressure.
Takes ownership for delivery in their area of responsibility, both for the core role and for developing and implementing changes. Able to exercise autonomy and judgement within fairly broad parameters. Finds effective ways to resolve issues. Escalates decisions and issues when necessary. Capable of resolving complex issues that may involve other business areas.
Proactively plans and records their own development; seeks constructive feedback and incorporates within development plan; keeps up to date with changes in all areas of the role; shows commitment to the job and the industry.

Your training plan

This training plan has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.

More training information

As an Investment Advisory Apprentice at Isio you will complete the Level 4 Investment Operations Specialist Apprenticeship with BPP as the Training provider. This will be delivered virtually by BPP’s fully qualified and industry-experienced training team. Using their expert knowledge, BPP purposefully built the programme around the real-world use of modern technology, so that the skills we create can be directly applied in the workplace.

Throughout the apprenticeship, learners receive coaching, help and guidance from a dedicated team who are there to ensure they get the most from their work experience.

Requirements

Essential qualifications

GCSE in:

English and Maths (grade (A*-C/9-4 or equivalent))

A Level in:

3 A-Levels (grade (A*-C/9-4 or equivalent))

Other in:

UCAS (grade 64 UCAS points (since 2017))
UCAS (grade 180 UCAS points (before 2017))

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Team working
Numerical skills
Confident in communication
Enthusiastic
Self motivated
Self-discipline
Time management skills

Other requirements

Apprentices at Isio will be expected to work in their main Isio office around 2-3 days per week on average with more time in the office in their first few months. Length of Programme Successful applicants will be employed on a permanent basis. Our Apprentices will complete a Level 4 Investment Operations Specialist Apprenticeship within 2 years. After completing the Level 4 Apprenticeship and doing well in their role, there is the opportunity to progress working towards qualification as a Chartered Financial Analyst (CFA).

About this company

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.

After this apprenticeship

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.

Ask a question

The contact for this apprenticeship is:

BPP PROFESSIONAL EDUCATION LIMITED

The reference code for this apprenticeship is VAC1000318101.

Apply now

Closes in 25 days (Monday 26 May 2025)

When you apply, you’ll be asked to sign in with a GOV.UK One Login. You can create one at the same time as applying for this apprenticeship.

After signing in, you’ll apply for this apprenticeship on the company's website.

Company’s application instructions

Please apply through the link provided.

Cookies on Find an apprenticeship

Contents