Investment Consultant
3 days ago
We are seeking a talented Graduate Investment Consultant to join our Investment Advisory team at Isio Group. As a Graduate Investment Consultant, you will play a key role in delivering high-quality investment advice to our clients, ranging from design of an appropriate investment strategy to implementation of the chosen strategy.
Key Responsibilities- Work in a client team to assist in the delivery of client advice, setting up asset liability and allocation models to better understand the client's range of potential future outcomes.
- Prepare and present investment monitoring reports to our clients, evaluating investment cases and current market pricing for asset classes.
- Present your investment analysis and recommendations to the rest of the team and to clients.
As an Investment Advisory graduate at Isio Group, you can choose whether to study for the Chartered Financial Analyst (CFA) exams or for the actuarial exams to qualify as a Fellow of the Institute and Faculty of Actuaries (IFoA). We recognise the challenges and time constraints involved in balancing work and study commitments, so we'll support you with a study day allowance and tutorials.
What We're Looking ForWe're looking for graduates who are articulate with strong communication skills, financial acumen, and a keen interest in financial concepts. If you're passionate about investment and pensions, and want to develop your skills and knowledge in a dynamic and supportive environment, we'd love to hear from you.
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Sustainable Investment Consultant
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Financial Investment Consultant
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Financial Investment Consultant
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Investment Consultant
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Investment Consultant
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Investment Consultant
2 weeks ago
Birmingham, Birmingham, United Kingdom Bell Cornwall Full timeJob SummaryBell Cornwall Recruitment is pleased to be hiring for an Investment Administrator to join a Wealth Management Company in the financial services industry.Key ResponsibilitiesSupport investment managers in providing investment services to clientsMaintain accurate and up-to-date information on the company's CRM systemPrepare high-quality PowerPoint...
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Investment Consultant
2 weeks ago
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Investment Manager
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Investment Manager
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Investment Administrator
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Investment Administrator
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Charity Investment Manager
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Charity Investment Manager
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Investment Management Leader
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Investment Management Leader
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Charity Investment Manager
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Charity Investment Manager
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Birmingham, Birmingham, United Kingdom HSBC Full timeJob Title: Charity Investment ManagerThe primary objective of this role is to provide financial support to achieve HBUK (CTB) investment initiatives. The role holder will identify opportunities to maximise the benefit delivered from Tech and Change investment across the whole of the UK HSBC UK portfolio.Key Responsibilities:Reviewing business case proposals...
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Wealth Management Consultant
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