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Junior Investment Consultant
2 months ago
About Isio
Isio is a prominent consultancy firm specializing in pensions, dedicated to providing expert guidance and support to corporate clients. Our comprehensive suite of services includes actuarial insights, investment consulting, and administration, all aimed at enhancing the financial well-being of our clients' members.
Position: Investment Advisory Trainee
Location: Reading
Overview:
Become a part of our Investment Advisory team and acquire invaluable experience in providing guidance on various investment topics. As a trainee, you will engage with a diverse range of clients and play a key role in the growth of our firm. We offer extensive training and support to facilitate your career advancement and help you attain professional qualifications.
Key Responsibilities:
- Support the delivery of client recommendations on investment strategies
- Conduct research on asset classes and assess investment opportunities
- Compile investment performance reports for clients
- Investigate fund managers and fiduciary management options
Qualifications:
- Genuine interest in investments and financial markets
- Strong numerical aptitude
- Excellent communication abilities
- Motivated and enthusiastic attitude
Core Values at Isio:
- Partnership: Cultivating trusted relationships with clients
- Innovation: Addressing challenges with creative solutions
- Diversity: Valuing differences for enhanced outcomes
- People-Centric: Acknowledging the impact of our advice on individuals' lives
