Description Great opportunity to join us as a Director within our Wealth and Retail Team based out of our London office working hybrid. This is an exciting and pivotal role, as part of our newly formed GB Wealth & Retail Team in our Investments line of business. As a Director in the team, you'll play a leading role in driving forward our strategy, developing our value proposition, as well as growing and servicing our client base focused on the Wealth sector in GB. The successful candidate will be responsible for driving several strategic initiatives key to the long-term success of WTW's investment business, including but limited to: Develop and implement strategies to drive growth within WTW's wealth and retail business, considering where WTW should be focusing its efforts given broader market trends and developments and WTW's right to win Develop and maintain strong relationships with key stakeholders and decision-makers across the wealth management industry Lead efforts to distribute WTW investment solutions, consulting services and proprietary funds to wealth managers and engage in strategic partnership conversations that leverage the scale of WTW's fiduciary investment offering more broadly for the benefit of end savers Work with colleagues to launch new campaigns, identify and cultivate new strategic relationships, business opportunities and client relationships Provide expert advice and support to wealth managers on fund selection and portfolio construction Enhance existing client relationships to increase client retention and satisfaction Actively participate in the newly established Centre of Excellence to share and disseminate global knowledge and best practices across key geographic areas of focus for WTW Collaborate with international teams to leverage insights and innovations Contribute to the development of training programs and resources for the team This is a Certification Function role under the Financial Conduct Authority's (FCA's) Senior Manager and Certification Regime. Qualifications The requirements: Extensive relevant experience in asset management, investment consulting or wealth management Proven track record of driving strategic and organic growth sales in the wealth management sector Strong knowledge of investment products and financial markets Exceptional client relationship skills: ability to develop strong relationships quickly and maximize resources effectively to achieve goals Excellent communication, negotiation, and interpersonal skills Ability to work collaboratively in a team environment Strategic thinking and problem-solving abilities Strong leadership and team management skills High level of integrity and professionalism Ability to adapt to a fast-paced and dynamic work environment Professional certification (e.g., CFA) preferred At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity. We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email
Nov 09, 2025
Full time
Description Great opportunity to join us as a Director within our Wealth and Retail Team based out of our London office working hybrid. This is an exciting and pivotal role, as part of our newly formed GB Wealth & Retail Team in our Investments line of business. As a Director in the team, you'll play a leading role in driving forward our strategy, developing our value proposition, as well as growing and servicing our client base focused on the Wealth sector in GB. The successful candidate will be responsible for driving several strategic initiatives key to the long-term success of WTW's investment business, including but limited to: Develop and implement strategies to drive growth within WTW's wealth and retail business, considering where WTW should be focusing its efforts given broader market trends and developments and WTW's right to win Develop and maintain strong relationships with key stakeholders and decision-makers across the wealth management industry Lead efforts to distribute WTW investment solutions, consulting services and proprietary funds to wealth managers and engage in strategic partnership conversations that leverage the scale of WTW's fiduciary investment offering more broadly for the benefit of end savers Work with colleagues to launch new campaigns, identify and cultivate new strategic relationships, business opportunities and client relationships Provide expert advice and support to wealth managers on fund selection and portfolio construction Enhance existing client relationships to increase client retention and satisfaction Actively participate in the newly established Centre of Excellence to share and disseminate global knowledge and best practices across key geographic areas of focus for WTW Collaborate with international teams to leverage insights and innovations Contribute to the development of training programs and resources for the team This is a Certification Function role under the Financial Conduct Authority's (FCA's) Senior Manager and Certification Regime. Qualifications The requirements: Extensive relevant experience in asset management, investment consulting or wealth management Proven track record of driving strategic and organic growth sales in the wealth management sector Strong knowledge of investment products and financial markets Exceptional client relationship skills: ability to develop strong relationships quickly and maximize resources effectively to achieve goals Excellent communication, negotiation, and interpersonal skills Ability to work collaboratively in a team environment Strategic thinking and problem-solving abilities Strong leadership and team management skills High level of integrity and professionalism Ability to adapt to a fast-paced and dynamic work environment Professional certification (e.g., CFA) preferred At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity. We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email
Associate Director/Senior Manager page is loaded Associate Director/Senior Manager Apply remote type Onsite locations London time type Full time posted on Posted Yesterday job requisition id JR- The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience. Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Apex wishes to recruit a forward thinking, articulate, self-motivated, and self-reliant leader within its Private Debt business in London. This is an Associate Director role to support an existing and growing client in the Debt Sector covering, mainly UK, Jersey, Luxembourg and US jurisdictional administration and corporate governance obligations to a portfolio of regulated, unregulated, and listed entities. Apex provides a range of corporate secretarial services, entity & fund management administration, AML compliance, tax compliance, directorship services, and general administration services mainly to investment funds and corporate vehicles in multiple Jurisdictions. Our clients include several leading financial institutions operating out of the UK. We act for institutional fund managers, global alternative asset managers and corporates. Servicing capital market debt funds, private equity structures, across a variety of structures comprising of limited partnerships, LLPs, special purpose vehicle administration and stock exchange listed companies. It is essential that the applicant has both good managerial and leadership experience as well as strong administration and company secretarial knowledge to discharge effective oversight of the functions, ideally within a fast-paced financial services environment. The role will report to the Director in charge of Private Debt services in London. Key responsibilities Act as the operational lead on a client service team. This includes, client onboarding, client service and implementation of client strategy as well as business as usual client requirements. Be focused on the provision of administration and multi-jurisdictional company secretarial and corporate governance services to a number of Apex's largest clients, principally investment fund and corporate structures. Providing sound administration, company secretarial and governance technical interpretation, advice and training, where required to clients, directors of client entities and team members. Leading transaction management process for transactions such as share issuances, buy backs, investments corporate group restructuring / refinancing, capital calls and distributions. Build excellent working relationships with key clients within the client services teams across Apex and continuously work to enhance client experience and ensure that Apex is viewed as the provider of choice. Maintain and create procedures based on client specific requirement, internal systems and KPI reporting. Ensure team's compliance with applicable laws, service standards, company policies and procedures and agreed operational and control processes. Ensure the team meets relevant operational & risk/compliance KPIs and targets. Create, motivate, and lead a high performing team, ensuring development of their ability to deal with all day-to-day matters in a timely and satisfactory manner, including monitoring tasks and delegating these across the team, reviewing the output and ensuring quality control. Ensure the team has personal development plans, a clear understanding of their role and responsibilities and undertake formal performance evaluations which are reviewed frequently throughout each year. Work closely and coordinate with the operational team to drive forward and streamline best practices, implement processes and new systems. Assisting in the development of Apex Client Services product offering across alternative assets and working with the local management team to strategically generate new business opportunities. Act as a director on client boards (if necessary and as approved). Act as an Authorised signatory in respect of transactions and payments. Contribute to ad-hoc projects as and when required by the business. Be able to provide sound, quality and technical guidance to clients and the wider team. Responsible for all financial aspects of client relationships, including: billing process, monitoring/chasing the timely settlement of invoices, monitoring WIP against agreed budgets and report variances to the relevant client director; Managing cash collections and the quarterly billing cycle; and Any other duties in the scope of the role that the company requires Requirements Skills / experience required Professional qualification preferred (CGI, previously ICSA, or equivalent) Minimum of 10 years relevant experience in a legal or financial services environment Highly developed commercial and strategic dexterity. Has the credibility and gravitas to interact and develop business relationships both internally and externally. Is focused on delivering against business goals to create value. Good understanding of the technical and operational requirements of offering a broad range of fiduciary and administrative services to companies; and Challenges, harnesses, and nurtures the talents of people at all levels within the Client Services team. Disclaimer : Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Oct 31, 2025
Full time
Associate Director/Senior Manager page is loaded Associate Director/Senior Manager Apply remote type Onsite locations London time type Full time posted on Posted Yesterday job requisition id JR- The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience. Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Apex wishes to recruit a forward thinking, articulate, self-motivated, and self-reliant leader within its Private Debt business in London. This is an Associate Director role to support an existing and growing client in the Debt Sector covering, mainly UK, Jersey, Luxembourg and US jurisdictional administration and corporate governance obligations to a portfolio of regulated, unregulated, and listed entities. Apex provides a range of corporate secretarial services, entity & fund management administration, AML compliance, tax compliance, directorship services, and general administration services mainly to investment funds and corporate vehicles in multiple Jurisdictions. Our clients include several leading financial institutions operating out of the UK. We act for institutional fund managers, global alternative asset managers and corporates. Servicing capital market debt funds, private equity structures, across a variety of structures comprising of limited partnerships, LLPs, special purpose vehicle administration and stock exchange listed companies. It is essential that the applicant has both good managerial and leadership experience as well as strong administration and company secretarial knowledge to discharge effective oversight of the functions, ideally within a fast-paced financial services environment. The role will report to the Director in charge of Private Debt services in London. Key responsibilities Act as the operational lead on a client service team. This includes, client onboarding, client service and implementation of client strategy as well as business as usual client requirements. Be focused on the provision of administration and multi-jurisdictional company secretarial and corporate governance services to a number of Apex's largest clients, principally investment fund and corporate structures. Providing sound administration, company secretarial and governance technical interpretation, advice and training, where required to clients, directors of client entities and team members. Leading transaction management process for transactions such as share issuances, buy backs, investments corporate group restructuring / refinancing, capital calls and distributions. Build excellent working relationships with key clients within the client services teams across Apex and continuously work to enhance client experience and ensure that Apex is viewed as the provider of choice. Maintain and create procedures based on client specific requirement, internal systems and KPI reporting. Ensure team's compliance with applicable laws, service standards, company policies and procedures and agreed operational and control processes. Ensure the team meets relevant operational & risk/compliance KPIs and targets. Create, motivate, and lead a high performing team, ensuring development of their ability to deal with all day-to-day matters in a timely and satisfactory manner, including monitoring tasks and delegating these across the team, reviewing the output and ensuring quality control. Ensure the team has personal development plans, a clear understanding of their role and responsibilities and undertake formal performance evaluations which are reviewed frequently throughout each year. Work closely and coordinate with the operational team to drive forward and streamline best practices, implement processes and new systems. Assisting in the development of Apex Client Services product offering across alternative assets and working with the local management team to strategically generate new business opportunities. Act as a director on client boards (if necessary and as approved). Act as an Authorised signatory in respect of transactions and payments. Contribute to ad-hoc projects as and when required by the business. Be able to provide sound, quality and technical guidance to clients and the wider team. Responsible for all financial aspects of client relationships, including: billing process, monitoring/chasing the timely settlement of invoices, monitoring WIP against agreed budgets and report variances to the relevant client director; Managing cash collections and the quarterly billing cycle; and Any other duties in the scope of the role that the company requires Requirements Skills / experience required Professional qualification preferred (CGI, previously ICSA, or equivalent) Minimum of 10 years relevant experience in a legal or financial services environment Highly developed commercial and strategic dexterity. Has the credibility and gravitas to interact and develop business relationships both internally and externally. Is focused on delivering against business goals to create value. Good understanding of the technical and operational requirements of offering a broad range of fiduciary and administrative services to companies; and Challenges, harnesses, and nurtures the talents of people at all levels within the Client Services team. Disclaimer : Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Leapfrog Recruitment Consultants
Daliburgh, Isle Of South Uist
A leading global fiduciary and corporate services provider is seeking a Trust Manager to oversee the administration of a varied portfolio of complex trust and company structures, while leading and developing a high-performing team. Location Duties for this role include, but are not limited to: Leading and managing a team of administrators, ensuring workloads are prioritised and completed efficiently. Maintaining a high standard of client service and relationship management across all structures. Providing technical guidance and support to the team on trust and company matters. Overseeing the administration of complex and bespoke structures, identifying and mitigating risks. Acting as the lead relationship manager for a portfolio of high-value clients. Reviewing and signing documentation as an authorised signatory where appropriate. Holding regular team meetings, providing updates, and cascading information on policies and procedures. Ensuring compliance with all relevant laws, regulations, and internal controls. Supporting the development and performance of staff through regular feedback, mentoring, and training. Collaborating with senior management to meet departmental KPIs and contribute to business planning. Attending client meetings and representing the firm professionally at all times. Keeping up to date with regulatory developments and industry best practices. Skills / Qualifications The ideal candidate will be STEP, CGI, or professionally qualified (or working towards qualification) and have solid experience managing complex trust and company structures. Strong leadership and interpersonal skills are essential, along with a proactive, solutions-focused approach. The successful candidate will demonstrate excellent organisational ability, commercial awareness, and the confidence to mentor and motivate a team in a fast-paced environment. For a full job description or further information on this role please call 711188 , or email . If you wish to apply for this role, please submit your CV via the Apply Now button below. Related Trust & Company Administration Jobs in Guernsey
Oct 30, 2025
Full time
A leading global fiduciary and corporate services provider is seeking a Trust Manager to oversee the administration of a varied portfolio of complex trust and company structures, while leading and developing a high-performing team. Location Duties for this role include, but are not limited to: Leading and managing a team of administrators, ensuring workloads are prioritised and completed efficiently. Maintaining a high standard of client service and relationship management across all structures. Providing technical guidance and support to the team on trust and company matters. Overseeing the administration of complex and bespoke structures, identifying and mitigating risks. Acting as the lead relationship manager for a portfolio of high-value clients. Reviewing and signing documentation as an authorised signatory where appropriate. Holding regular team meetings, providing updates, and cascading information on policies and procedures. Ensuring compliance with all relevant laws, regulations, and internal controls. Supporting the development and performance of staff through regular feedback, mentoring, and training. Collaborating with senior management to meet departmental KPIs and contribute to business planning. Attending client meetings and representing the firm professionally at all times. Keeping up to date with regulatory developments and industry best practices. Skills / Qualifications The ideal candidate will be STEP, CGI, or professionally qualified (or working towards qualification) and have solid experience managing complex trust and company structures. Strong leadership and interpersonal skills are essential, along with a proactive, solutions-focused approach. The successful candidate will demonstrate excellent organisational ability, commercial awareness, and the confidence to mentor and motivate a team in a fast-paced environment. For a full job description or further information on this role please call 711188 , or email . If you wish to apply for this role, please submit your CV via the Apply Now button below. Related Trust & Company Administration Jobs in Guernsey
Overview 2026 Investment Advisory Graduate Analyst Programme, Edinburgh. Length of programme: Around 3 years to achieve your relevant professional qualification, however you are employed on a permanent basis from the start of your graduate role. Qualifications you'll work for: Chartered Financial Analyst (CFA) qualification or Fellow of the Institute of Actuaries (IFoA). Location: Edinburgh Entry requirements: To apply for this role you need to have completed an undergraduate degree or higher level qualification by 1 September 2026 and have achieved a 2.1 or higher. If you are in your final year of university study, we are looking for those on track to achieve this. We are open to applications from those studying any subject. Studying towards the actuarial exams will require strong mathematical skills and a keen interest in financial concepts. If you have studied a non-numerical degree subject, we will require you to have obtained a Maths A-level at B or higher or within an equivalent qualification. We are not able to provide visa sponsorship for this position and therefore you will need to be able to work in the UK without the need for visa sponsorship now or in the future. Work we do in Investment Advisory at Isio Our Investment Advisory team is an area of rapid growth within our Pensions Practice. 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. For graduates, it's the chance to take the first step towards becoming an expert in your field. Challenging and rewarding, working in Investment Advisory requires strong communication skills and financial acumen, paired with the ability to take responsibility right from the beginning. The Investment Advisory team is focused on delivering proactive and strategic advice through the production of insightful, independent investment research. 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, companies and charities, we offer a wide range of investment advice in areas where our investment graduates will build their experience in: Asset Liability Modelling - enabling investors to better understand the risks arising from different investment strategies. Risk Management - analysing a client's financial risks and making recommendations on how to hedge them. Capital Markets Views - assessing investment opportunities for our clients' portfolios. Fund Manager Selection - helping clients to pick high quality fund managers. Implementation and Transition Management - helping clients to implement our advice in the most efficient way. Fiduciary Management - advising clients on selecting, implementing and monitoring a fiduciary manager As a Graduate Analyst working in Investment Advisory at Isio you will get involved in: Working in a client team to assist in the delivery of client advice, ranging from design of an 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. Presenting your investment analysis and recommendations to the rest of the team and to clients. You'll study for a professional qualification whilst being trained on the job. Your role will see you build up a wide range of knowledge on investments and capital markets, through delivering both client work and researching asset classes. Later in your career, you'll have the option to tailor your client and research focus, to specialise in certain asset classes or investment strategies. Training and Development As an Investment Advisory graduate analyst at Isio, you can choose whether to study for the Chartered Financial Analyst (CFA) exams, or for the actuarial exams to qualify as a Fellow of the Institute and Faculty of Actuaries (IFoA). We recognise the challenges and time constraints involved in balancing work and study commitments, so we'll support you with a study day allowance and tutorials. Additional support will come from: Meeting your peers and senior leaders at a Graduate induction event. Support with developing your personal and professional skills. Regular technical training and opportunities to develop wider market knowledge throughout your career within Isio. A buddy from your first day to help you settle in. A Study Mentor who helps advise and guide students through the study and exam process. A Performance Manager to support you with your individual progress and performance. What we are looking for in Graduates joining our Investment Advisory team Our success stems from the quality of our team. That's why we have an entrepreneurial atmosphere that offers the opportunity for every member to influence the shape and future development of the team. So, as well as financial acumen, we look for graduates who are articulate with strong communication skills. It is important to be able to maintain a good level of self-discipline and time management to balance your work while studying for professional exams. 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 Isio is a people business, and we're committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that'll be available to you will enable you to do this. On top, we also offer: A competitive salary A defined contribution pension scheme Life insurance Healthcare benefits Income protection 25 days annual leave, plus bank holidays and two 'Company' days - a celebration day for you and an extra day over Christmas, and the option to purchase additional holidays Corporate Social Responsibility (CSR) allowance Flexible working A flexible benefits package Comprehensive study support package You can find out more about Isio and the benefits we offer here: Isio - Careers & Benefits. About Isio Isio was 'born' in 2020 from the sale of KPMG UK's Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience. Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us - valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email: What's next? Click on 'apply' below and follow the simple application process online.
Oct 29, 2025
Full time
Overview 2026 Investment Advisory Graduate Analyst Programme, Edinburgh. Length of programme: Around 3 years to achieve your relevant professional qualification, however you are employed on a permanent basis from the start of your graduate role. Qualifications you'll work for: Chartered Financial Analyst (CFA) qualification or Fellow of the Institute of Actuaries (IFoA). Location: Edinburgh Entry requirements: To apply for this role you need to have completed an undergraduate degree or higher level qualification by 1 September 2026 and have achieved a 2.1 or higher. If you are in your final year of university study, we are looking for those on track to achieve this. We are open to applications from those studying any subject. Studying towards the actuarial exams will require strong mathematical skills and a keen interest in financial concepts. If you have studied a non-numerical degree subject, we will require you to have obtained a Maths A-level at B or higher or within an equivalent qualification. We are not able to provide visa sponsorship for this position and therefore you will need to be able to work in the UK without the need for visa sponsorship now or in the future. Work we do in Investment Advisory at Isio Our Investment Advisory team is an area of rapid growth within our Pensions Practice. 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. For graduates, it's the chance to take the first step towards becoming an expert in your field. Challenging and rewarding, working in Investment Advisory requires strong communication skills and financial acumen, paired with the ability to take responsibility right from the beginning. The Investment Advisory team is focused on delivering proactive and strategic advice through the production of insightful, independent investment research. 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, companies and charities, we offer a wide range of investment advice in areas where our investment graduates will build their experience in: Asset Liability Modelling - enabling investors to better understand the risks arising from different investment strategies. Risk Management - analysing a client's financial risks and making recommendations on how to hedge them. Capital Markets Views - assessing investment opportunities for our clients' portfolios. Fund Manager Selection - helping clients to pick high quality fund managers. Implementation and Transition Management - helping clients to implement our advice in the most efficient way. Fiduciary Management - advising clients on selecting, implementing and monitoring a fiduciary manager As a Graduate Analyst working in Investment Advisory at Isio you will get involved in: Working in a client team to assist in the delivery of client advice, ranging from design of an 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. Presenting your investment analysis and recommendations to the rest of the team and to clients. You'll study for a professional qualification whilst being trained on the job. Your role will see you build up a wide range of knowledge on investments and capital markets, through delivering both client work and researching asset classes. Later in your career, you'll have the option to tailor your client and research focus, to specialise in certain asset classes or investment strategies. Training and Development As an Investment Advisory graduate analyst at Isio, you can choose whether to study for the Chartered Financial Analyst (CFA) exams, or for the actuarial exams to qualify as a Fellow of the Institute and Faculty of Actuaries (IFoA). We recognise the challenges and time constraints involved in balancing work and study commitments, so we'll support you with a study day allowance and tutorials. Additional support will come from: Meeting your peers and senior leaders at a Graduate induction event. Support with developing your personal and professional skills. Regular technical training and opportunities to develop wider market knowledge throughout your career within Isio. A buddy from your first day to help you settle in. A Study Mentor who helps advise and guide students through the study and exam process. A Performance Manager to support you with your individual progress and performance. What we are looking for in Graduates joining our Investment Advisory team Our success stems from the quality of our team. That's why we have an entrepreneurial atmosphere that offers the opportunity for every member to influence the shape and future development of the team. So, as well as financial acumen, we look for graduates who are articulate with strong communication skills. It is important to be able to maintain a good level of self-discipline and time management to balance your work while studying for professional exams. 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 Isio is a people business, and we're committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that'll be available to you will enable you to do this. On top, we also offer: A competitive salary A defined contribution pension scheme Life insurance Healthcare benefits Income protection 25 days annual leave, plus bank holidays and two 'Company' days - a celebration day for you and an extra day over Christmas, and the option to purchase additional holidays Corporate Social Responsibility (CSR) allowance Flexible working A flexible benefits package Comprehensive study support package You can find out more about Isio and the benefits we offer here: Isio - Careers & Benefits. About Isio Isio was 'born' in 2020 from the sale of KPMG UK's Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience. Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us - valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email: What's next? Click on 'apply' below and follow the simple application process online.
