Trainee Investment Consultant

2 weeks ago


Liverpool, United Kingdom Barnett Waddingham Full time

Overview:
**Barnett Waddingham** is a leading independent UK professional services consultancy advising on risk, pensions, investment and insurance. With over 1500 people across 9 offices, our culture is based on providing all of our clients with a high quality, professional service through strong personal relationships and tailored solutions. We are wholly owned by Partners so we can take a longer-term view. We are dependent on talented and well-trained employees who enjoy working for a leading organisation in a closely knit and friendly team. To achieve this - and further support our continued growth as an independent, resilient and evergreen business - we need talented, motivated and enthusiastic graduates who value the chance to join our graduate programme.

We pride ourselves on being a friendly and inclusive firm, which maintains its core value or
**Principled, Quality, Partnership and Respect. **We have a supportive structure in place to help you manage your work/life balance. Increasing our talented workforce is imperative to maintaining a proactive and competitive business, which is why our study support package and dedicated training team are always on hand for guidance throughout our graduate programme and beyond. Look at what graduates, who recently joined us have to say:

- "I joined Barnett Waddingham as part of the 2019 graduate intake, and ever since I started at the firm I have felt a valued member of the team and have been well supported in my work. The company's culture centres around doing the right thing this shines through in the way BW is committed to supporting clients, but also in how BW puts emphasis on staff wellbeing and development."_
- “Barnett Waddingham offer a very generous study support package that provides me with the time off work and resources I need to study effectively for my exams. I also get continued support from my study mentor, who provides me with advice on the best way to prepare for my exams.”_

**CFA/IFOA Investment Graduate programme**:
All of our graduates get early opportunities to work directly with clients and plenty of training to develop their technical and communication skills.

Our Investment Consultants will be working on the following tasks:

- Providing investment advice and services to a range of organisations, including pension schemes, local authorities, endowment funds, charities and high net worth families.
- No one day is the same for our trainee - you will gain exposure in a wide variety of areas including producing and presenting tailored investment advice and carrying out technical analysis
- An opportunity to get involved in investment research which underpins our ability to provide client with the advice they need.

Our trainee consultants develop a broad, transferable skillset which covers both technical and consulting matters. You will also have opportunities to work on a wide range of projects and to develop your softer skills.

Please find below an insight webinar that we have recorded to give you further insight into our investment team.

Insight into the Investment Consulting Team video

**Qualifications**:
**Who are we looking for?**:
Our current graduate vacancies require a
**minimum 2:1 degree, A at A-Level Maths and Level 6 at GCSE English Language**
**(or other equivalent qualifications)**, we require dedicated individuals with a strong academic background who are dynamic, proactive and have excellent communication skills.

**Application process**:
**Next steps**:

- Focus on answering the questions and avoid being too vague.
- Do your research on BW and know about the professional qualifications that we offer.
- Demonstrate enthusiasm for the role.
- Ensure your spelling and grammar is correct.
- Please use the correct terminology ie. I want to work as an Actuary instead of I want to work as an Actuarial or I want to work in Actuary

.....and don't forget to connect with our Early Careers Recruiter, Erik Snaathorst on LinkedIn for various hints/tips throughout the summer.

What's in it for you?:
**What's in it for you?**:
Barnett Waddingham will provide you with the opportunity to thrive in a growing business with ambitious and exciting future plans, which believes strongly in being supportive, developing its people and offering a good work/life balance.

For the second time running Barnett Waddingham has been accredited with a “2 star” rating by Best Companies, demonstrating “Outstanding” levels of workplace engagement. We’re also thrilled to have ranked 34th in the Best Large Companies to Work For national listings and 2nd in the financial sector category - a fantastic recognition of the hard work and dedication our entire team puts into creating an outstanding workplace culture.
- **
Your progression**: We offer career progression opportunities and a focus on training and professional development to provide you with the necessary tools and skills. We also offer study support for relevant professional quali


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