Investment Advisory Trainee

3 weeks ago


Reading, Reading, United Kingdom Isio Full time

About Isio

Isio is a prominent consultancy firm specializing in pensions, delivering expert guidance and support to corporate clients. Our comprehensive suite of services includes actuarial insights, investment consultancy, and administration. Our dedicated team is committed to assisting clients in achieving optimal outcomes and enhancing the financial well-being of their members.

Position: Investment Advisory Apprenticeship

Location: Reading

Overview:

Become a part of our Investment Advisory team and acquire invaluable experience in providing clients with advice on various investment-related topics. As an apprentice, you will engage with a diverse clientele and play a role in our company's expansion. You will receive comprehensive training and support to advance your career and attain professional qualifications.

Key Responsibilities:

  • Support the delivery of client advice regarding investment strategies
  • Conduct research on asset classes and assess investment opportunities
  • Prepare reports for clients on investment performance
  • Investigate fund managers and fiduciary management options

Candidate Requirements:

  • Genuine interest in investments and financial markets
  • Strong numerical aptitude
  • Excellent communication abilities
  • Motivated and enthusiastic attitude

Isio's Core Values:

  • Collaboration: Fostering trusted relationships with clients
  • Innovative Thinking: Addressing challenges with creative solutions
  • Diversity: Valuing differences for enhanced outcomes
  • People-Centric: Acknowledging the significance of our advice on individuals' lives


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