Summary
Start your career in Investment Consulting for Isio, an industry-leading challenger, providing Pensions, Benefits, Investment and Wealth services – ensuring better outcomes for our clients our people and society. Isio's award winning Apprenticeships will give a solid foundation for your professional career as an Investment Consultant for Pensions.
Wage
£21,000 a year
Training course
Investment operations specialist (level 4)
Hours
Monday to Friday. Shifts to be confirmed.
35 hours a week
Possible start date
Wednesday 24 September
Duration
1 year 6 months
Positions available
2
Work
As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.
What you’ll do at work
Our Investment Advisory team is an area of rapid growth within our company. Providing invaluable services to pensions, trustees, 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. Your Apprenticeship will give you a great foundation for a successful career in this key part of Isio’s offer to our clients.
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.
Where you’ll work
Queen Square
Bristol
BS1 4ND
Training
An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
College or training organisation
BPP PROFESSIONAL EDUCATION LIMITED
Your training course
Investment operations specialist (level 4)
Equal to higher national certificate (HNC)
Course contents
* Maintains a consistently high standard of service internally, towards clients and with intermediaries. Adheres to well defined timeframes, systems and processes. Consistently attentive to accuracy, detail and timeliness; meets required risk, regulatory and governance requirements. Performs tasks which may be complex, specialised, or non-routine, such as bespoke (OTC) derivative settlement and margin calculations, monitoring and processing these complex transactions through to completion; Preparing management, investment performance or review reports for internal and external clients.
* Adopts high quality written and verbal communication skills as appropriate for communicating with internal and external clients.. Builds positive relationships with clients and colleagues using sound interpersonal and influencing skills. Able to coach/train less experienced colleagues. Able to communicate and negotiate complex situations and issues that may arise.
* Consistently supports colleagues and the wider business, collaborating to achieve results. Aware of their role within team, how their team fits within the business and how the team’s decisions impacts on others. Takes a leadership role in the team when appropriate. Operates well under time pressure.
* Takes ownership for delivery in their area of responsibility, both for the core role and for developing and implementing changes. Able to exercise autonomy and judgement within fairly broad parameters. Finds effective ways to resolve issues. Escalates decisions and issues when necessary. Capable of resolving complex issues that may involve other business areas.
* Proactively plans and records their own development; seeks constructive feedback and incorporates within development plan; keeps up to date with changes in all areas of the role; shows commitment to the job and the industry.
Your training plan
This training plan has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.
More training information
As an Investment Advisory Apprentice at Isio you will complete the Level 4 Investment Operations Specialist Apprenticeship with BPP as the Training provider. This will be delivered virtually by BPP’s fully qualified and industry-experienced training team. Using their expert knowledge, BPP purposefully built the programme around the real-world use of modern technology, so that the skills we create can be directly applied in the workplace.
Throughout the apprenticeship learners receive coaching, help and guidance from a dedicated team who are there to ensure they get the most from their work experience.
Requirements
Essential qualifications
GCSE in:
* 5 GCSE's including English and Maths (grade (A*-C/9-4 or equivalent))
Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.
Skills
* Number skills
* Confident in communication
* Enthusiastic
* Self motivated
* Time management skills
Other requirements
Qualifications equivalent to 64 UCAS points (since 2017), or 180 UCAS points (before 2017) across 3 A Levels or equivalent qualifications.