Financial Analyst Trainee

3 days ago


Reading, Reading, United Kingdom Isio Full time
Role Overview

We are seeking a highly motivated and detail-oriented Financial Analyst Trainee to join our Investment Advisory team in Reading. As a key member of our team, you will be responsible for assisting in the delivery of client advice, setting up asset liability models, preparing investment monitoring reports, and conducting research on fund managers and fiduciary managers.

About Us

Isio is a leading pensions consultancy that provides full-service pensions consulting to corporate clients. We offer actuarial expertise, investment advice, third-party administration, and guidance on providing the best possible reward and benefits packages for employees. With a strong focus on employee development, we are committed to helping our staff achieve their career goals and succeed in their roles.

Key Responsibilities
  • Assist in delivering client advice on investment strategy implementation
  • Set up and maintain asset liability models to inform client decisions
  • Prepare and present investment monitoring reports to clients
  • Conduct research on fund managers and fiduciary managers to inform investment recommendations
Requirements

To be successful in this role, you will need to have a good understanding of investments, numerical skills, and excellent communication skills. You will also need to be self-motivated, organized, and able to work effectively in a team environment.

What We Offer

We offer a competitive salary of £25,000-£30,000 per annum, depending on experience. In addition, we provide a range of benefits, including paid volunteering days, flexible study days, and the opportunity to progress to a Level 6 Apprenticeship and become a Chartered Financial Analyst (CFA).

Why Join Us?

At Isio, we value our people and recognize that they are the source of our expertise and knowledge. We offer a supportive and inclusive work environment, where you can develop your skills and contribute to our success. Our vision is to empower and develop our people to deliver better outcomes for our clients, their members, and society.



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