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Investment Advisory Apprentice
2 months ago
We are a leading pensions consultancy firm that provides full-service pensions consultancy to our corporate clients. Our team of experts offers actuarial expertise, investment advice, and third-party administration to help our clients deliver better outcomes and financial wellbeing for their members.
Our MissionWe are committed to empowering and developing our people to create better outcomes for our clients, their members, and society. We believe that working with diverse perspectives and backgrounds makes us stronger and more effective in our mission.
Our ValuesWe are guided by our core beliefs:
- Power in Partnership: We work in partnership with our clients and each other to build open and trusted relationships, delivering the best results for our clients.
- Future Focus: We strive to push our industry forward by solving problems in better ways that benefit both our clients and society.
- Strength in Difference: We value diverse perspectives and work together to find better solutions.
- People First: We recognize that pensions is a people business, and people are the source of our expertise and the lives we affect through our advice.
We are seeking an Investment Advisory Apprentice to join our team. As an Apprentice, you will work alongside experienced professionals to assist in the delivery of client advice, ranging from investment strategy to implementation. You will also have the opportunity to work on asset liability and allocation models, prepare and present investment monitoring reports, and conduct asset class research.
What We OfferWe offer a comprehensive training program, including national training and support from experienced professionals. You will have the opportunity to progress through a Level 4 Investment Operations Specialist Apprenticeship and potentially complete a Level 6 Apprenticeship, leading to qualification as a Chartered Financial Analyst (CFA).
RequirementsTo be eligible for this Apprenticeship, you must have achieved the academic qualifications required, including GCSEs in English and Maths at Grade 4 or C or equivalent, and qualifications equivalent to 96 UCAS points or higher. You must also have a strong interest in investments, current affairs, and the markets, and be able to communicate effectively with a wide range of people.
