Investment Consultant Graduate

2 weeks ago

Guildford, Surrey, United Kingdom XPS Pensions Group Full time

About the Role

We are seeking a highly motivated and detail-oriented Graduate Investment Consultant to join our team at XPS Pensions Group. As a Graduate Investment Consultant, you will be responsible for assisting clients with investment solutions and providing exceptional customer service.

Key Responsibilities

  • Assist clients with investment solutions and best meet their objectives
  • Build relationships and communicate with clients, colleagues, and other departments
  • Draft written advice to clients on a wide range of topics
  • Effectively deliver advice to clients in meetings
  • Monitor funds, managers, and their performance and report to clients
  • Risk analysis and modelling to help clients better understand and manage risks
  • Assist with implementing investment strategies and asset transitions
  • Contribute to the continuous debate about how to improve services for clients
  • Work as part of a team to assist more experienced team members and progress to communicating directly with clients
  • Involved in manager and fund research in an area of interest
  • Opportunity to be involved in other areas of personal interest
  • Regular training opportunities and support for professional exams

About You

To thrive in this role, you will be interested in investments or keen to learn more, with a desire to provide the best solutions for clients. You will have:

  • Conscientious with an appetite to learn and develop skills
  • Desire and ability to build great relationships with colleagues and clients
  • Outstanding communication skills, written, oral, and in presentation form
  • Highly organised with the ability to prioritise effectively
  • Logical mind-set, with a high level of numeracy
  • Ability to problem solve and come up with solutions
  • Outstanding accuracy and attention to detail
  • Adaptable and a team-player
  • Strong computer skills, particularly Microsoft Office
  • A graduate with a strong academic background in economics, mathematics, or a finance-related field
  • A level Maths (or equivalent Highers)
  • Desire to study professional exams

What We Offer

XPS Pensions Group is a business where you can bring your true self to work. We continually strive to be an inclusive and diverse workplace, with a culture that has our people at its heart. We offer an attractive reward package, including:

  • Excellent salary
  • Participation in a Discretionary Bonus Scheme
  • 25 days holiday
  • A set of core benefits
  • A comprehensive range of voluntary and flexible benefits

What Happens Next?

If you feel XPS Pensions Group could be the next step on your career ladder, please apply directly via the links provided. We will consider all applicants and respond swiftly.

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