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Investment Advisory Apprentice with Isio

Leeds, West Yorkshire
£18500 per annum - 35 hours per week
Closing date
17 Jul 2022

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Banking & Financial Services
Role Type
Apprenticeship, Higher
Start Date
18-24 months
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Job Details

Duration of Apprenticeship:

18 Month

Job Description:

Our investment team at Isio provides advice to clients with over £100 billion of assets. Whether it be helping pension schemes ensure pensions get paid to their hard-working members, ensuring charities can achieve their goals or helping high net worth individuals maximise their wealth, we aim to make a real difference in the investment advice we provide. In addition, we are motivated to use our position to help achieve society’s wider goals around environmental, social and governance issues.

We are looking for investment apprentices to join our exciting, fast-growing team and to provide a platform for our apprentices to become our future leaders of tomorrow. Looking after our people is at the heart of what we do at Isio. Click on the below link to hear from different members of the investment team and hear about their experiences.


The programme:

Click on the below link to get a detailed understanding of the Core Knowledge you will obtain from this programme, as well as the Skills and Behaviours that will be picked up.

As well as obtaining key skills to kick start your career, you will have the opportunity to discover what it’s like to be part of a professional team, as well as delve into some very exciting live projects. We aim for our apprentices to ultimately join our graduate programme and study for a professional qualification (CFA – Chartered Financial Analyst).


Length of Programme:

- 18 Months


Day to day duties for the investment apprentice include:

  • Working as part of a client team to help prepare client advice on investment strategy, and implementation of the chosen strategy.
  • Helping to set up our asset liability and allocation models to better understand the client’s range of potential future outcomes.
  • Assist in preparing investment monitoring reports which will be presented to our clients.
  • Researching fund managers and fiduciary managers, and considering the market dynamics that drive the performance of different asset classes.


- London, Birmingham, Bristol, and Leeds

Training Provided:

As an Investment Operations Apprentice with BPP, you will complete the Investment Operations Specialist Level 4 Higher Apprenticeship. Completion of the apprenticeship will result in you being awarded CISI IOC qualification

Qualification Requirements:

Minimum of 3 A Levels (or equivalent) at grade C and 5 GCSEs at grade 4 including English and Maths or equivalent qualifications.

Personal Qualities & Skills:

Minimum of 3 A Levels (or equivalent) at grade C and 5 GCSEs at grade 4 including English and Maths or equivalent qualifications.


Our success stems from the quality of our team. That’s why you’ll find we’ve 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 people who are articulate with strong communication skills.

Future Prospects:

Following the programme, you will retain a full time position within the business, where you will continue to progress, learn and develop into senior positions.


About BPP Professional Apprenticeships

BPP is one of the UK’s largest providers of professional apprenticeship training. They work closely with some of the UK’s leading employers including RBS, EY and Starbucks to create unique opportunities for apprentices.

Who Are BPP Professional Apprenticeships?

BPP have been delivering professional qualifications for over 40 years. Training over 80,000 leaners each year, across areas including law, management, accountancy, insurance, banking, nursing, healthcare and more.

What BPP Professional Apprenticeships Offers

BPP's programmes are developed in partnership with employers and respected professionals. Their programmes offer recognised professional qualifications, with a clear pathway from one level to the next – all the way up to chartered status. Regardless of position, almost anyone can get involved. From entry-level talent, to the most senior leaders. Through an apprenticeship you’ll have the opportunity to develop a stronger, wider and deeper skill set. 


Once you’re on your apprenticeship, you will be surrounded by BPP’s experts. Including dedicated Coaches who will support you through your journey, and Tutors who will provide their expertise on your chosen course. BPP’s flexible delivery blends digital learning with a face-to-face approach, and in some cases peer-to-peer learning, to help minimise disruption in your working environment.

Find Us
0161 244 6471
M1 6FQ
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