Investment Career Path

1 week ago


Edinburgh, Edinburgh, United Kingdom Aon Full time
Role Overview

In this Investment Apprentice role, you will be part of a dynamic team delivering high-quality service and advice to our global clients. Your primary focus will be assisting colleagues in preparing investment advice, market insights, and detailed analysis for clients.

Your Day-to-Day Activities:

  • 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

Estimated Salary:£30,000 - £40,000 per annum (dependent on location)

Key Responsibilities

You will be responsible for:

  • Delivering exceptional client service and building strong relationships with clients
  • Preparing and presenting financial data and reports to clients
  • Assisting in the development of investment strategies and portfolios
Benefits

Aon offers a comprehensive benefits package, including:

  • Competitive salary and bonus structure
  • Pension scheme and life assurance
  • 25 days' annual leave and bank holidays
  • Ongoing training and development opportunities
Career Development

We are committed to helping you grow your career and develop your skills. You will have access to:

  • Regular performance reviews and feedback
  • Training and development programs to enhance your knowledge and skills
  • Opportunities for promotion and career progression


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