Apprentice - Investment Advisory- Reading 2024 ...

3 weeks ago

Reading, United Kingdom Isio Full time

About Us

Without careful consideration today, tomorrow’s pensions don’t exist.

That’s where Isio comes in, giving our clients the advice and support they need to deliver better outcomes and financial wellbeing for their members in the decades to come.

Isio provides full-service pensions consultancy to our + corporate clients, from actuarial expertise through to investment advice and third-party administration and advising clients on providing the best possible reward and benefits packages for their employees. Isio launched in March out of KPMG UK’s pensions practice and has grown to over people working across 10 offices across the UK.

Starting your career at Isio

Everything about Isio is developed by people for people. People are the source of our knowledge and expertise, and people trust us to give advice that materially affects their lives. We also welcome people of all backgrounds, and we recognise that working with differences makes us stronger and is integral to our continued success.

For you, this means that we are focussed on your personal development and will ensure that working at Isio leads to your career flourishing. At Isio you will be in control of your own development, working within and being supported by a team of highly motivated individuals. We are a growing business and this will create a range of exciting opportunities for you, whilst you are supported in achieving relevant qualifications with the guidance of a specialist provider and flexible study days. We also offer the ability to give back to the community through paid volunteering days.

We are keen to support those starting their career at Isio with building a strong foundation for success. Whether as a Graduate, Industrial Placement student, Summer intern or as an Apprentice, Isio will provide a great experience working alongside experienced professionals. You will have the opportunity to help fulfil our purpose of creating better outcomes for our clients, their members and society by empowering and developing our people.

Apprentices at Isio have acknowledged their positive experience, as shown by our ranking as the Top Employer for Apprentices to work for in Consulting according to the Job Crowd rankings.

Programme: Investment Advisory Apprenticeship –

Location: 

Reading:  10th Floor, Thames Tower, Station Rd, Reading

Length of Programme: Successful applicants will be employed on a permanent basis. We anticipate our Apprentices will complete a Level 4 Investment Operations Specialist Apprenticeship within 2 years. There is then the opportunity to progress to completing a Level 6 Apprenticeship, leading towards qualification as a Chartered Financial Analyst (CFA).

Entry Requirements:

To apply for this Apprenticeship you need to be available for full-time employment from mid- September . You will need to have achieved the academic qualifications.

GCSE in English and Maths at Grade 4 or C or an equivalent, or higher Qualifications equivalent to 96 UCAS points (since ), or UCAS points (before ) across 3 A Levels or equivalent qualifications

Working in Investment Advisory will require a good level of numerical ability which will be assessed during our recruitment process.

Investment Advisory Apprenticeship – the opportunity

Our Investment Advisory team is an area of rapid growth within our company. Providing invaluable services to pensions, trustee, corporate and wealth management clients, we advise on a diverse range of investment-related subjects, including asset allocation, financial risk management and fund manager selection. Our team come from diverse backgrounds. Your Apprenticeship will give you a great foundation into this key part of Isio’s growth.

Our services are purely advisory - we don’t manage any money for clients or trade in any securities. Working with institutional investors such as pension funds, corporations and other wealth holders (e.g., insurance companies or private wealth clients), we offer a wide range of investment advice in areas where our Investment Apprentices will build their experience.

During your Apprenticeship in Investment consulting at Isio you will get involved in:

Working in a client team to assist in the delivery of client advice, ranging from the appropriate investment strategy to implementation of the chosen strategy. Setting up our asset liability and allocation models to better understand the client’s range of potential future outcomes. Preparing and presenting investment monitoring reports to our clients. Asset class research; evaluating investment cases and current market pricing for asset classes – from traditional equities to alternatives such as direct lending. Researching fund managers and fiduciary managers.

You will be supported with training alongside the other apprentices, your local office team and also national training to help you learn both specific knowledge and effective personal behaviours. Your learning will be focussed on progressing through a Level 4 Investment Operations Specialist Apprenticeship, guided by our external learning partner.

At each stage of the process, you will be in control of your progression and supported by a people manager and a local ‘buddy’, alongside informal mentors across the organisation. Our vision is that after several years you will be an experienced and key member of the team and progressing well to achieving recognition as a CFA (Chartered Financial Analyst).

What we are looking for in Apprentices in Investment Consulting

We are keen to recruit Apprentices who have a strong interest in investments, current affairs and the markets, have good numerical skills, and can communicate with a wide range of people. We are looking for Apprentices who are enthusiastic and self-motivated to be part of a team and show good levels of self-discipline, organisational skills and time management. We will also be looking to see how applicants align to our core beliefs:

Power in Partnership : We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.

Future Focus : We want to push our industry forward by solving problems in better ways that benefit both our clients & society.

Strength in Difference : We work with diverse perspectives to find better solutions. Working with differences makes us stronger.

People First : We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice

  • HR Apprentice

    6 days ago

    Reading, United Kingdom University of Reading Full time

    University of Reading are looking for someone who wants to kick off their career and develop their skills within Human Resources as an HR Apprentice. This role is based within our Human resources Office at the University’s beautiful Whiteknights Campus. As an HR Apprentice, as well as meeting the eligibility criteria for the apprenticeship; you will need...

  • HR Apprentice

    6 days ago

    Reading, Reading, United Kingdom University of Reading Full time

    University of Reading are looking for someone who wants to kick off their career and develop their skills within Human Resources as an HR Apprentice.This role is based within our Human resources Office at the University's beautiful Whiteknights Campus.The main part of the role is based within Human resources Operations, but the successful candidate will have...

  • HR Apprentice

    6 days ago

    Reading, United Kingdom University of Reading Full time

    University of Reading are looking for someone who wants to kick off their career and develop their skills within Human Resources as an HR Apprentice. This role is based within our Human resources Office at the University’s beautiful Whiteknights Campus.The main part of the role is based within Human resources Operations, but the successful candidate will...

  • Exam Invigilators

    4 weeks ago

    Reading, United Kingdom Reading Borough Council Full time

    Job description **Hours of work**: By arrangement. For 2024, we require invigilators from 9 May to 26 June. **Hourly Rate**: £11.79 per hour plus £1.89 per hour holiday rate (Relief Rate £13.67 per hour) Reading School is seeking to appoint Exam Invigilators, to assist with the smooth running of internal and external examinations. This role would work...

  • Accounting and Business AFR Advisory

    3 weeks ago

    Reading, United Kingdom RSM Full time

    Accounting and Business AFR Advisory (ACA) Assistant - Reading - Graduate - August 2024 Accounting and business advisory – getthe career you want at RSM Our accounting and business advisorygraduate apprenticeship programme will give you all the skills and support youneed to unlock a future that’s packed with opportunities and new experiences.You’ll...

  • Vacation Deal Advisory

    2 days ago

    Reading, United Kingdom KPMG Full time

    Job description Our Deal Advisory teams make a meaningful and positive difference, not only for our clients, but also for our people and the communities we serve. We support businesses to overcome some of their biggest challenges, and help them create a more sustainable future, economically and environmentally. A career in Deal Advisory involves helping our...

  • Head of Advisory

    4 weeks ago

    Reading, United Kingdom Wipro Limited Full time

    Reading, United Kingdom - Tech Hiring - 3054303 **Job Description**: **Introduction**: Wipro Financial Outsourcing Services Ltd (WFOSL) is looking for a Head of Advisory - Compliance with previous experience of advising on policies and SOP’s covering SIPP and Investments. This is a new role which will be at the heart of the growth agenda for the...

  • Corporate Solicitor

    4 weeks ago

    Reading, Reading, United Kingdom 2024 Full time

    Corporate Solicitor - NQ+ This is a great opportunity for an experienced and commercially minded corporate solicitor to be fully involved in a wide range of top-end corporate transactional matters and work closely with clients from various sectors. The team has advised public and private companies, management teams, investors and debt providers through the...

  • Corporate Associate 4+ Pqe Reading

    4 weeks ago

    Reading, United Kingdom AJ Chambers Full time

    You will join a top 40 law firm within a Tier 1 corporate and commercial team and be joining an exciting and rewarding place to work. The team The Reading-based corporate team currently consists of 10 lawyers and sits within the firm’s wider national corporate department. The team boasts an impressive client list, with clients in sectors ranging from...

  • Rising Star Agrifood Fellowships

    4 weeks ago

    Reading, United Kingdom University of Reading Full time

    **AgriFood ‘Rising Star’ Fellowships** The University of Reading is a world-leading institution in disciplines key for Agriculture, Food and connected disciplines such as Climate and Environmental research. The AgriFood ‘Rising Star’ Fellowship scheme is funded by the National Institute for Research Into Dairying (NIRD) Trust, which enables our...

  • Head of MFL

    2 weeks ago

    Reading, Reading, United Kingdom Reading School Full time

    We have an exciting opportunity for a passionate, dedicated and innovative Head of Modern Foreign Languages to lead our thriving department. If you are passionate about languages, have a visionary mindset and are ready to inspire both students and colleagues, we would encourage you to apply.Here at Reading School, we do not only teach languages, we explore...

  • Cover Supervisor

    4 days ago

    Reading, United Kingdom Reading School Full time

    Teacher Pay Scale may be considered for a suitable candidate.This is a permanent position starting in September 2024. Part-Time Working / Job Share will be considered for a suitable candidate.Are you… Looking for a career in secondary education?Considering a career in teaching?Able to work as part of a team and learn new skills?The role of Cover...

  • Teacher of French

    2 weeks ago

    Reading, United Kingdom Reading School Full time

    We are looking for an inspiring and passionate French teacher to join a thriving Department.We pride ourselves in making the learning environment both fun and challenging to stretch our talented pupils and spark their curiosity. We like to go beyond the textbook and include games and culture in the lessons. Everyone loves learning about “la galette des...

  • Nursery Apprentice

    3 weeks ago

    Reading, United Kingdom Grandir UK Full time

    We can't go over it. We can't go under it. Oh no!... if you know the way we need to go you are the person we are looking for... Our Kiddi Caru Spencers Wood Day Nursery in Reading, part of Grandir UK, is currently looking for a Nursery Apprentice  to join our team. You'll be working hard to care for and support our children, whilst sharing a story...

  • Postdoctoral Researcher

    4 weeks ago

    Reading, United Kingdom University of Reading Full time

    To undertake research into convective updrafts and their interactions with anvil cloud processes and larger scales, including how can we improve the representation of these processes in global km-scale models, as part of the “Improving understanding and modelling of convective UPdraFts and anvil cLOuds (UPFLO)” project. UPFLO contributes to the overall...

  • Teacher of French

    3 weeks ago

    Reading, Reading, United Kingdom Reading School Full time

    We are looking for an inspiring and passionate French teacher to join a thriving Department.We pride ourselves in making the learning environment both fun and challenging to stretch our talented pupils and spark their curiosity. We like to go beyond the textbook and include games and culture in the lessons. Everyone loves learning about "la galette des rois"...

  • Cover Supervisor

    4 days ago

    Reading, Reading, United Kingdom Reading School Full time

    Teacher Pay Scale may be considered for a suitable candidate.This is a permanent position starting in September 2024. Part-Time Working / Job Share will be considered for a suitable candidate.Are you... Looking for a career in secondary education?Considering a career in teaching?Able to work as part of a team and learn new skills? The role of Cover...

  • Cover Supervisor

    3 weeks ago

    Reading, Reading, United Kingdom Reading School Full time

    Teacher Pay Scale may be available for a qualified teacher.This is a permanent position starting in September 2024. Part-Time Working / Job Share will be considered for a suitable candidate.Are you... Looking for a career in secondary education?Considering a career in teaching?Able to work as part of a team and learn new skills? The role of Cover Supervisor...

  • Pastoral Manager

    1 week ago

    Reading, United Kingdom Reading School Full time

    We are seeking a dedicated and compassionate Pastoral Manager to join our team. The Pastoral Manager will play a crucial role in supporting the pastoral care team in promoting the well-being and welfare of our students. The ideal candidate will possess excellent organisational skills, strong interpersonal abilities, and a genuine passion for supporting the...

  • Head of Advisory

    4 weeks ago

    Reading, United Kingdom Wipro Limited Full time

    Overview: **Introduction**: Wipro Financial Outsourcing Services Ltd (WFOSL) is looking for a Head of Advisory - Compliance with previous experience of advising on policies and SOP’s covering SIPP and Investments. This is a new role which will be at the heart of the growth agenda for the organisation. The role will have a primary focus on leading the...