Investment Consultant Graduate

3 weeks ago

Guildford, Surrey, United Kingdom XPS Pensions Group Full time

About the Role

We are seeking a highly motivated and enthusiastic Graduate Assistant Investment Consultant to join our team at XPS Pensions Group. As a Graduate Assistant Investment Consultant, you will play a critical role in assisting our clients with their investment needs and providing outstanding service and support.

Your Key Responsibilities

  • Assist clients with solutions and best meet their objectives, including building relationships and communicating within the team, other departments in XPS, investment managers, and clients.
  • Draft written advice to clients on a wide range of topics, effectively delivering that advice to clients in meetings, and helping to monitor funds, managers, and their performance, reporting to our clients how their strategy has performed.
  • Conduct risk analysis and modelling to help our clients better understand and manage risks relative to their return and other objectives, and assist with implementing investment strategies, including asset transitions support alongside our specialist asset transitions team.
  • Contribute to the continuous debate about how we do an even better job for our clients, including new investment ideas or ways to communicate investment concepts, and work as part of a team, initially to assist more experienced team members but progressing to communicating directly with clients at the appropriate time.
  • Involved in manager and fund research in an area which interests you, and opportunity to be further involved in other areas of personal interest, such as Environmental, Social, and Governance modelling.
  • Regular training opportunities alongside your graduate intake cohort, and support with either Chartered Financial Analyst (CFA) exams or actuarial (IFoA) exams, including study materials, tutorials, a mentor, and time off to study.

Your Profile

To thrive in this role, we would expect the most suitable candidate to be interested in investments or keen to learn more about investment, with a desire to provide the best solutions for our clients and be/have:

  • Conscientious with an appetite to learn and develop skills.
  • Ability to build great relationships with colleagues and clients.
  • Outstanding communication skills, written, oral, and in presentation form.
  • Highly organised with the ability to prioritise effectively.
  • Logical mind-set, with a high level of numeracy.
  • Ability to problem solve and come up with solutions.
  • Outstanding accuracy and attention to detail.
  • Adaptable and a team-player.
  • Strong computer skills, particularly Microsoft Office.
  • A graduate with a strong academic background ideally in economics, mathematics, or a finance-related field but we are open to considering other fields.
  • A Level Maths (or equivalent Highers).
  • Desire to study professional exams – Chartered Financial Analyst (CFA) exams or actuarial (IFOA).

What We Offer

As a disability confident employer, we have committed to support disabled individuals throughout the recruitment process. We offer an attractive reward package, including:

  • Excellent salary.
  • Participation in a Discretionary Bonus Scheme.
  • 25 days holiday.
  • A set of core benefits including pension plan, life assurance, employee assistance programme, access to a qualified, practicing GP 24 hours a day, 365 days a year.
  • A comprehensive range of voluntary and flexible benefits to suit you and your lifestyle, including holiday trading, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, critical illness cover, private medical cover for self and family, travel insurance, and a broad range of discounts at hundreds of retailers.

  • Investment Consultant Graduate

    4 weeks ago

    Guildford, Surrey, United Kingdom XPS Pensions Group Full time

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

  • Investment Consultant Graduate

    4 weeks ago

    Guildford, Surrey, United Kingdom XPS Pensions Group Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Graduate Investment Consultant to join our team at XPS Pensions Group. As a Graduate Investment Consultant, you will be responsible for assisting clients with investment solutions and providing exceptional customer service.Key ResponsibilitiesAssist clients with investment solutions and best...

  • Graduate Surveyor

    1 month ago

    Guildford, Surrey, United Kingdom Lambert Smith Hampton Full time

    Job SummaryWe are seeking a highly motivated and ambitious Graduate Surveyor to join our Building Consultancy team. As a Graduate Surveyor, you will play a key role in supporting our senior surveyors in delivering high-quality services to our clients.Main ResponsibilitiesGain experience and work towards becoming a Chartered member of the RICS.Provide support...

  • Cyber Security Architect

    4 weeks ago

    Guildford, Surrey, United Kingdom Graduate Recruitment Bureau Full time

    The Graduate Recruitment Bureau is seeking a Cyber Security Architect to join their team. The ideal candidate will have experience in complex ICT systems and a strong understanding of enterprise information and communications technology.Key Responsibilities:Providing security expertise for procurements and Agile programs to ensure secure solution...

  • Structural Design Engineer

    4 weeks ago

    Guildford, Surrey, United Kingdom Aldwych Consulting Full time

    About the Role:We are seeking a high-calibre graduate with a good academic background and excellent communication skills to join our team as a Structural Design Engineer. As a graduate, you will have the opportunity to work on various building structures projects and gain experience in a well-established and reputable Civil & Structural Design...

  • Tax Advisory Graduate

    4 weeks ago

    Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Join Our Business Tax TeamEvelyn Partners Fund Solutions Limited is seeking a talented and ambitious individual to join our Business Tax team as a Graduate Tax Consultant. As a key member of our team, you will play a vital role in providing tax advisory and compliance services to a wide range of clients, from large multinational groups to owner-managed...

  • Cyber Security Consultant

    4 weeks ago

    Guildford, Surrey, United Kingdom Clear IT Recruitment Limited Full time

    Graduate Cyber Security Consultant OpportunityWe are seeking ambitious graduates to join our team as Cyber Security Consultants. This role involves working with clients to identify and mitigate cyber security risks, developing new architectures, and providing advice on information assurance and architectural problems.Key responsibilities include:Developing...

  • EC&I Engineer

    3 weeks ago

    Guildford, Surrey, United Kingdom Sapien Full time

    **Job Description**Sapien Engineering is seeking a talented Graduate EC&I Engineer to join their team. As a graduate engineer, you will be responsible for assisting with system design, conducting system testing, and supporting maintenance and troubleshooting.**Key Responsibilities**Assist with system design and developmentConduct system testing and...

  • Cyber Security Consultant

    4 weeks ago

    Guildford, Surrey, United Kingdom WSP Full time

    Cyber Security ConsultantWSP is seeking a highly skilled Cyber Security Consultant to join our Intelligent Transport Services team. As a key member of the team, you will provide cyber security and strategy advice to our domestic and international clients.Key Responsibilities:Advising clients on Cyber Security compliance, including NIS-D, NIST, ISO 27001,...

  • Building Consultancy Assistant

    4 weeks ago

    Guildford, Surrey, United Kingdom Lambert Smith Hampton Full time

    Job Overview:We are seeking a talented and ambitious Graduate Surveyor to join our Building Consultancy team at Lambert Smith Hampton. As a Graduate Surveyor, you will play a key role in supporting our experienced surveyors in delivering high-quality services to our clients.Main Responsibilities:Gain experience and work towards becoming a Chartered member of...

  • Urban Planning Specialist

    2 weeks ago

    Guildford, Surrey, United Kingdom Arcadis Full time

    Arcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets.Our graduate GROW programme is a structured 3-year programme, designed to help you evolve and develop skills to become an experienced professional in the field of town planning. You'll benefit from training and...

  • Business Development Sales Professional

    3 weeks ago

    Guildford, Surrey, United Kingdom BMS Performance Full time

    Our Sales and Business Development Graduate ProgrammeAt Newbury Investments, we are committed to developing talented individuals and helping them achieve their career goals. Our Sales and Business Development Graduate Programme is an exciting opportunity for recent graduates to join our team and develop a career in sales and business development.About the...

  • Urban Planning Specialist

    4 weeks ago

    Guildford, Surrey, United Kingdom Arcadis Full time

    Arcadis is a leading consultancy firm delivering sustainable solutions for natural and built assets.We are a global team of experts dedicated to improving quality of life through our work.Role Overview:Our graduate programme is a 3-year structured development opportunity designed to help you become an experienced professional in your chosen field.As a...

  • Urban Planning Specialist

    4 weeks ago

    Guildford, Surrey, United Kingdom Arcadis Full time

    pArcadis is a leading consultancy firm delivering sustainable design, engineering, and consultancy solutions for natural and built assets./ppWe are a global team of experts dedicated to improving quality of life. Our collaborative approach enables us to solve complex challenges and deliver impactful results./ppbRole Overview:/b/ppOur graduate GROW programme...

  • Urban Planning Specialist

    3 weeks ago

    Guildford, Surrey, United Kingdom Arcadis Full time

    Arcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets.Our Graduate GROW programme is a structured 3-year programme designed to help you evolve and develop skills to become an experienced professional in your chosen field.You will specialise from day one in your chosen...

  • Cyber Security Consultancy Manager

    4 weeks ago

    Guildford, Surrey, United Kingdom Allianz Full time

    Information Security Consultancy ManagerAllianz, a leading international financial services provider, seeks a seasoned professional to lead its information security consultancy service. As a key member of the cyber security team, you will be responsible for overseeing the embedding of security within business change projects, ensuring alignment with business...

  • Luxury Sales Consultant

    4 weeks ago

    Guildford, Surrey, United Kingdom Castle Fine Art Full time

    We are seeking a highly motivated and sales-focused individual to join our team as a Luxury Sales Consultant at Castle Fine Art. As a Luxury Sales Consultant, you will be responsible for supporting our current loyal client base and proactively building and nurturing new customer relationships for the gallery and the business by selling our exceptional...

  • Urban Planning Specialist

    4 weeks ago

    Guildford, Surrey, United Kingdom Arcadis Full time

    Arcadis is a leading consultancy firm delivering sustainable design, engineering, and consultancy solutions for natural and built assets.We are a global team of experts dedicated to improving quality of life through our work.Role Overview:Our graduate programme is a structured 3-year development opportunity designed to help you evolve and develop skills to...

  • Senior Building Surveyor

    4 weeks ago

    Guildford, Surrey, United Kingdom Brandon James Ltd Full time

    Job Title: Graduate Building SurveyorCompany: Brandon James LtdA prestigious commercial construction consultancy in Guildford is offering a promising opportunity for a driven Graduate Building Surveyor to join their progressive team.This role is for a Graduate Building Surveyor who wants to benefit from full and tailored APC support, with varied projects and...

  • Senior Flood Risk Engineer

    3 weeks ago

    Guildford, Surrey, United Kingdom Penguin Recruitment Ltd Full time

    Penguin Recruitment Ltd is working with a leading Engineering and Environmental Consultancy to find a Graduate Drainage and Flood Risk Specialist to join their team in Gatwick.This role involves working on Flood Risk Assessments, Flood Risk Mapping using ArcGIS, and Drainage Strategies for Planning Applications.The ideal candidate will have a strong academic...