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Investment Consultant

2 months ago

Bristol, Bristol, United Kingdom Isio Group Full time
Investment Consultant Job Description

At Isio Group, we're seeking a talented Investment Consultant to join our team. As an Investment Consultant, you'll play a key role in delivering high-quality investment advice to our clients, helping them achieve their financial goals.

Key Responsibilities:
  • Assist in the delivery of client advice, from designing investment strategies to implementing chosen strategies.
  • Set up asset liability and allocation models to better understand clients' potential future 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.
What We Offer:
  • Opportunity to study for a professional qualification, such as the Chartered Financial Analyst (CFA) exams or actuarial exams.
  • Study day allowance and tutorials to support your studies.
  • Regular technical training and opportunities to develop wider market knowledge.
  • A buddy and Study Mentor to help you settle in and navigate the study process.
  • A Performance Manager to support your individual progress and performance.
Requirements:
  • Completed an undergraduate degree or higher level qualification by 1 September 2025.
  • Achieved a 2:1 or higher in your degree.
  • Strong mathematical skills and a keen interest in financial concepts.
  • Ability to take responsibility and work independently.
Why Join Us:

At Isio Group, we're passionate about empowering our people to deliver exceptional results. We offer a supportive and collaborative environment, with opportunities to develop your skills and knowledge. If you're a motivated and ambitious individual looking to start your career in investment consulting, we'd love to hear from you.