Financial Strategist for Investment Advisory
4 days ago
At Isio, we are committed to empowering our clients to achieve better outcomes and financial wellbeing. As a Financial Strategist on our Investment Advisory Graduate Programme, you will play a key role in delivering proactive and strategic advice to our clients.
About the RoleThis is an exciting opportunity to join our team of experienced professionals and contribute to the growth of our Pensions Practice. As a graduate, you will have the chance to work alongside senior leaders and gain valuable experience in investment advisory.
You will be responsible for assisting in the delivery of client advice, from designing an appropriate investment strategy to implementing the chosen strategy. You will also work on setting up asset liability models, preparing and presenting investment monitoring reports, and researching asset classes.
Training and DevelopmentWe recognise the importance of professional development and offer comprehensive training and support. You will have the opportunity to study for the Chartered Financial Analyst (CFA) exams or the actuarial exams to qualify as a Fellow of the Institute and Faculty of Actuaries (IFoA). We will provide you with a study day allowance and tutorials to help you succeed.
In addition, you will benefit from regular technical training, opportunities to develop wider market knowledge, and access to a Study Mentor and Performance Manager to support your progress and performance.
About UsIsio is a leading pensions consultancy that provides full-service pensions consultancy to our 1000+ corporate clients. We are committed to equality, diversity, and inclusion, and offer flexible working arrangements to help create a work-life balance that works for you.
We are keen to support those starting their career at Isio with building a sturdy foundation for success. Whether as a Graduate, Industrial Placement student, Summer intern or as an Apprentice, Isio will provide a great experience working alongside experienced professionals.
RequirementsTo be considered for this role, you will need to have completed an undergraduate degree or higher-level qualification by September 2025 and have achieved a 2:1. Studying towards the CFA or actuarial exams requires excellent mathematical skills and a keen interest in financial concepts.
You should be articulate with excellent communication skills and have the ability to take responsibility right from the beginning. Our success stems from the quality of our team, and we look for graduates who are passionate about building open and trusted relationships with our clients and each other.
The estimated salary for this role is £40,000-£60,000 per annum, depending on location and experience. We offer a competitive benefits package, including a study day allowance, tutorials, and access to a range of employee benefits.
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