Investment Consultant Apprentice

2 days ago

Edinburgh, Edinburgh, United Kingdom Aon Full time

Investment Consultant Apprentice Role

We're seeking a talented and ambitious individual to join our team as an Investment Consultant Apprentice. As a key member of our team, you will play a vital role in delivering high-quality service and advice to our global clients.

About the Role

As an Investment Consultant Apprentice, you will be responsible for assisting colleagues in preparing investment advice, market insights, and detailed analysis for clients. Your day-to-day activities will include:

  • Supporting client-facing advisory activities through accurate investment calculations
  • Preparing and checking data, carrying out audit trails, and supporting one-off projects
  • Carrying out administrative tasks contributing to the retirement and investment consulting process
  • Inputting data accurately to maintain management information
  • Supporting the delivery of client-facing plan management activities and project deliverables
  • Over time, helping to ensure our work complies with external professional requirements and our own internal quality standards
  • Learning quickly on the job, through formal training, and from senior colleagues around you

Development Opportunities

As an Aon Apprentice, you will be enrolled onto our development programme, which includes:

  • Business learning - on-the-job learning and experiences giving you the opportunity to develop your knowledge and understanding of the team and solution line you have joined
  • Centralised learning - UK apprentices complete in an Aon Induction, monthly webinars, business skills training, and workshops, all designed to help you develop your knowledge of Aon, build your confidence, and your network across our business
  • Professional Qualifications - we want you to be as successful as possible, so we'll fully support your study towards your Level 4 Investment Consultant Apprentice Programme. This will provide you with the communication and client-facing skills for a long-running career as an Investment Consultant, as well as supporting you through the IMC (Investment Management Certificate) qualification

Building Relationships

With Aon business leaders playing an active role in our development, you're encouraged to make the most of every networking opportunity open to you. The early relationships you build will include:

  • Your Apprentice network - you'll meet Apprentices from all areas of Aon in the UK, helping you navigate our business and grow a support network from day one
  • Your Buddy - a recent apprentice colleague who can help you out with day-to-day questions, support you with networking, specific issues, or any general thoughts or queries you have
  • Business mentors - many experienced colleagues will be actively interested and involved in your development
  • The Early Careers Team - here to help smooth the way, open doors, and advise you on developing your knowledge, skills, and prospects

Career Beyond Your Apprenticeship

Once you've completed the formal apprenticeship programme, you'll continue to receive lots of support at Aon. We would expect you to be promotion-ready within 24 months, and you will continue to grow your career at Aon. You will also be able to continue your studies for the CFA1 qualifications. Alongside the interactive development programme we've mentioned above, you'll have the chance to explore different career paths.

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