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
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
What we are looking for in Apprentices in
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 &
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