Investment Consultant

1 month ago

Bristol, Bristol, United Kingdom Isio Group Full time
Investment Advisory Graduate Role

At Isio Group, we're committed to empowering our clients to achieve better outcomes for their members and society. As an Investment Advisory Graduate, you'll play a vital role in delivering proactive and strategic advice to our clients, helping them navigate the complexities of investment management.

Key Responsibilities:
  • Assist in the delivery of client advice, from designing investment strategies to implementing chosen strategies.
  • Set up asset liability and allocation models to better understand clients' potential future outcomes.
  • Prepare and present investment monitoring reports to clients.
  • Evaluate investment cases and current market pricing for asset classes.
  • Present investment analysis and recommendations to the team and clients.
Training and Development:

We recognize the importance of continuous learning and development. As an Investment Advisory Graduate, you'll have the opportunity to study for a professional qualification, such as the Chartered Financial Analyst (CFA) exams or the actuarial exams to qualify as a Fellow of the Institute and Faculty of Actuaries (IFoA). Our study day allowance and tutorials will support you in balancing work and study commitments.

What We're Looking For:

We're seeking graduates with strong financial acumen, articulate communication skills, and a keen interest in investment management. If you're passionate about delivering exceptional client service and have a desire to learn and grow with our team, we'd love to hear from you.

  • Investment Consultant

    1 week ago

    Bristol, Bristol, United Kingdom Oval Recruit Full time

    Investment Consultant OpportunityAre you a skilled investment professional looking for a new challenge? We are seeking an experienced Investment Consultant to join our team. As an Investment Consultant, you will work closely with clients to provide expert investment advice and guidance on their pension schemes. You will be responsible for managing a...

  • Investment Consultant

    4 weeks ago

    Bristol, Bristol, United Kingdom Isio Group Full time

    Investment Consultant Job DescriptionAt Isio Group, we're seeking a talented Investment Consultant to join our team. As an Investment Consultant, you'll play a key role in delivering high-quality investment advice to our clients, helping them achieve their financial goals.Key Responsibilities:Assist in the delivery of client advice, from designing investment...

  • Investment Consultant

    4 weeks ago

    Bristol, Bristol, United Kingdom Isio Group Full time

    Investment Consultant Job DescriptionAt Isio Group, we're seeking a talented Investment Consultant to join our team. As an Investment Consultant, you'll play a key role in delivering high-quality investment advice to our clients, helping them achieve their financial goals.Key Responsibilities:Assist in the delivery of client advice, from designing investment...

  • Investment Consultant

    3 weeks ago

    Bristol, Bristol, United Kingdom Isio Group Full time

    Investment Consultant Job DescriptionAt Isio Group, we're seeking a talented Investment Consultant to join our team. As an Investment Consultant, you'll play a key role in delivering high-quality investment advice to our clients, helping them achieve their financial goals.Key Responsibilities:Assist in the delivery of client advice, from designing investment...

  • Investment Consultant

    3 weeks ago

    Bristol, Bristol, United Kingdom Isio Group Full time

    Investment Consultant Job DescriptionAt Isio Group, we're seeking a talented Investment Consultant to join our team. As an Investment Consultant, you'll play a key role in delivering high-quality investment advice to our clients, helping them achieve their financial goals.Key Responsibilities:Assist in the delivery of client advice, from designing investment...

  • Investment Consultant

    1 month ago

    Bristol, Bristol, United Kingdom Isio Group Full time

    Investment Consultant Job DescriptionAt Isio Group, we're seeking a talented Investment Consultant to join our team. As an Investment Consultant, you'll play a key role in delivering high-quality investment advice to our clients, helping them achieve their financial goals.Key Responsibilities:Assist in the delivery of client advice, from designing investment...

  • Investment Consultant

    1 month ago

    Bristol, Bristol, United Kingdom Isio Group Full time

    Investment Consultant Job DescriptionAt Isio Group, we're seeking a talented Investment Consultant to join our team. As an Investment Consultant, you'll play a key role in delivering high-quality investment advice to our clients, helping them achieve their financial goals.Key Responsibilities:Assist in the delivery of client advice, from designing investment...

  • Investment Consultant Graduate

    2 months ago

    Bristol, Bristol, United Kingdom XPS Pensions Group Full time

    About the RoleXPS Pensions Group is seeking a highly motivated and detail-oriented Graduate Assistant Investment Consultant to join our team. As a Graduate Assistant Investment Consultant, you will play a key role in assisting clients with investment solutions and providing exceptional customer service.Key ResponsibilitiesAssist clients with investment...

  • Investment Consultant Graduate

    2 months ago

    Bristol, Bristol, United Kingdom XPS Pensions Group Full time

    About the RoleXPS Pensions Group is seeking a highly motivated and detail-oriented Graduate Assistant Investment Consultant to join our team. As a Graduate Assistant Investment Consultant, you will play a key role in assisting clients with investment solutions and providing exceptional customer service.Key ResponsibilitiesAssist clients with investment...

  • DC Investment Consultant

    2 weeks ago

    Bristol, Bristol, United Kingdom Oval Recruit Full time

    DC Investment Consultant OpportunityWe are seeking a highly skilled DC Investment Consultant to join our team. As a key member of our investment team, you will be responsible for providing expert advice on DC pension schemes to our clients.£competitive + PackageRemote and flexible working options availableThis is an exciting opportunity to work with a...

  • Investment Consultant Graduate

    2 months ago

    Bristol, Bristol, United Kingdom XPS Pensions Group Full time

    About the RoleXPS Pensions Group is seeking a highly motivated and detail-oriented Graduate Assistant Investment Consultant to join our team. As a Graduate Assistant Investment Consultant, you will play a key role in assisting clients with investment solutions and providing exceptional customer service.Key ResponsibilitiesAssist clients with investment...

  • Investment Consultant Graduate

    2 months ago

    Bristol, Bristol, United Kingdom XPS Pensions Group Full time

    About the RoleXPS Pensions Group is seeking a highly motivated and detail-oriented Graduate Assistant Investment Consultant to join our team. As a Graduate Assistant Investment Consultant, you will play a key role in assisting clients with investment solutions and providing exceptional customer service.Key ResponsibilitiesAssist clients with investment...

  • Healthcare Consultant

    2 weeks ago

    Bristol, Bristol, United Kingdom https:jobs-redefined.cositemap Full time

    Join Our Team as a Senior Consultant in Real Estate ConsultingWe are seeking a highly motivated and experienced Senior Consultant to join our Real Estate Consulting team in Glasgow. As a Senior Consultant, you will play a key role in helping our clients deliver ambitious and highly technical projects in the healthcare sector.About the RoleAs a Senior...

  • Healthcare Consultant

    2 weeks ago

    Bristol, Bristol, United Kingdom https:jobs-redefined.cositemap Full time

    Join Our Team as a Senior Consultant in Real Estate ConsultingWe are seeking a highly motivated and experienced Senior Consultant to join our Real Estate Consulting team in Glasgow. As a Senior Consultant, you will play a key role in helping our clients deliver ambitious and highly technical projects in the healthcare sector.About the RoleAs a Senior...

  • Cost Consultant

    3 weeks ago

    Bristol, Bristol, United Kingdom Gregory Martin International Full time

    Cost Consultant Job DescriptionWe are seeking a skilled Cost Consultant to join our team at Gregory Martin International. As a Cost Consultant, you will play a crucial role in providing cost estimates and engineering support to help our clients make informed decisions.Key Responsibilities:Develop whole life cost models and generate estimates for various...

  • Cost Consultant

    3 weeks ago

    Bristol, Bristol, United Kingdom Gregory Martin International Full time

    Cost Consultant Job DescriptionWe are seeking a skilled Cost Consultant to join our team at Gregory Martin International. As a Cost Consultant, you will play a crucial role in providing cost estimates and engineering support to help our clients make informed decisions.Key Responsibilities:Develop whole life cost models and generate estimates for various...

  • Healthcare Consultant

    4 weeks ago

    Bristol, Bristol, United Kingdom Turner & Townsend Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Consultant to join our Real Estate Consulting (REC) team in Glasgow. As a key member of our team, you will work with health and social care clients nationally to identify and test the feasibility of real estate investment opportunities.Key ResponsibilitiesDevelop and implement healthcare...

  • Healthcare Consultant

    4 weeks ago

    Bristol, Bristol, United Kingdom Turner & Townsend Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Consultant to join our Real Estate Consulting (REC) team in Glasgow. As a key member of our team, you will work with health and social care clients nationally to identify and test the feasibility of real estate investment opportunities.Key ResponsibilitiesDevelop and implement healthcare...

  • Real Estate Consultant

    2 weeks ago

    Bristol, Bristol, United Kingdom Turner & Townsend Group Full time

    Job SummaryWe are seeking a highly motivated and experienced Senior Consultant to join our Real Estate Consulting team in Glasgow. The successful candidate will have a strong background in real estate investment and a proven track record of delivering high-value advice to clients.The ideal candidate will have experience in planning and developing healthcare...

  • Healthcare Consultant

    3 weeks ago

    Bristol, Bristol, United Kingdom Turner & Townsend Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Consultant to join our Real Estate Consulting (REC) team in Glasgow. As a key member of our team, you will work with health and social care clients nationally to identify and test the feasibility of real estate investment opportunities.Key ResponsibilitiesDevelop and implement healthcare...