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Investment Consultant Apprentice

2 months ago


Edinburgh, Edinburgh, United Kingdom Aon Full time

Investment Apprenticeship Opportunity

Aon is seeking a talented and ambitious individual to join our Investment Apprenticeship program. As an Investment Apprentice, you will play a vital role in delivering high-quality service and advice to our global clients.

About the Role

As an Investment Apprentice, you will assist colleagues in preparing investment advice, market insights, and detailed analysis for clients. Your day-to-day activities may 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 program, 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 Program. 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

What We're Looking For

We're looking for individuals who are motivated, ambitious, and enthusiastic about financial markets and problem-solving. You should have a strong understanding of commercial awareness and be able to articulate why you want to join the Investment Apprenticeship program.

How We Support Our Colleagues

Aon is committed to providing a comprehensive benefits package and encouraging a diverse workforce. We offer a flexible and inclusive environment that allows you to manage your wellbeing and work-life balance, ensuring you can be your best self at Aon.