Investment Advisory Graduate

1 month ago


Manchester, United Kingdom Isio Group Full time
Investment Advisory Graduate Programme

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're committed to your growth 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) or actuarial exams. We'll support you with a study day allowance and tutorials, as well as regular technical training and opportunities to develop wider market knowledge.

What We're Looking For:

We're seeking graduates with strong financial acumen, excellent communication skills, and a keen interest in investment management. If you're a team player who thrives in a fast-paced environment, we'd love to hear from you.

Join our team of experienced professionals and embark on a rewarding career in investment advisory.



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