Investment Consultant

3 days 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.


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