Investment Advisory Graduate Programme

4 weeks ago


Glasgow, Glasgow City, United Kingdom TargetJobs UK Full time

At Isio, 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 key role in delivering proactive and strategic advice to our clients.

Programme Overview

Our Investment Advisory team is an area of rapid growth within our Pensions Practice. You'll work closely with experienced professionals to assist in the delivery of client advice, ranging from design of an appropriate investment strategy to implementation of the chosen strategy.

Key Responsibilities
  • Assist in the delivery of client advice, including the design of investment strategies and implementation of chosen strategies.
  • Set up asset liability and allocation models to better understand client 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'll support you in achieving a professional qualification, either the Chartered Financial Analyst (CFA) or Fellow of the Institute and Faculty of Actuaries (IFoA). You'll receive a study day allowance and tutorials to help balance work and study commitments.

Our Graduate induction event will give you the opportunity to meet your peers and senior leaders. You'll also have a buddy to help you settle in and a Study Mentor to guide you through the study and exam process.

What We're Looking For

We're looking for graduates with financial acumen, excellent communication skills, and the ability to take responsibility from the start. You'll work in partnership with our clients and each other, building open and trusted relationships.

We're committed to equality, diversity, and inclusion, and we're keen to support those starting their career at Isio with building a sturdy foundation for success.



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