At a Glance
- Tasks: Assist clients with investment solutions, analysis, and reporting while building relationships.
- Company: Join XPS Pensions Group, a leading firm dedicated to inclusivity and employee growth.
- Benefits: Enjoy a competitive salary, bonus scheme, 25 days holiday, and flexible benefits tailored to you.
- Other info: XPS is committed to diversity and offers reasonable adjustments throughout the recruitment process.
- Why this job: Gain hands-on experience in a dynamic team, supported by training and professional exam assistance.
- Qualifications: Ideal candidates are graduates with strong numeracy skills and a passion for investments.
The predicted salary is between 28800 - 48000 € per year.
Social network you want to login/join with: Graduate Assistant Investment Consultant, Manchester col-narrow-left Client: XPS Pensions Group Location: Manchester, United Kingdom Job Category: Other - EU work permit required: Yes col-narrow-right Job Reference: cef4d1828bc0 Job Views: 3 Posted: 02.06.2025 Expiry Date: 17.07.2025 col-wide Job Description: The role Discover more about the role below – we seek people who enjoy communicating and have a personable nature. You’ll be supported by on-the-job training, resulting in you developing your knowledge and abilities quickly. Working within client teams you will be assisting with analysis, reporting, client interactions, and relationship nurturing. As a Graduate Assistant Investment Consultant with XPS, no day will ever be the same, but you will: Assist clients with solutions and best meet their objectives including but not limited to: Building relationships and communicating within the team, other departments in XPS, investment managers and clients Drafting written advice to clients on a wide range of topics Effectively delivering that advice to clients in meetings Helping to monitor funds, managers and their performance and reporting to our clients how their strategy has performed Risk analysis and modelling to help our clients better understand and manage risks relative to their return and other objectives Assisting with implementing investment strategies including asset transitions support alongside our specialist asset transitions team. (Note: we do not manage any money for our clients or undertake any trading.) Contributing to the continuous debate about how we do an even better job for our clients (e.g. new investment ideas or ways to communicate investment concepts). Working as part of a team, initially to assist more experienced team members but progressing to communicating directly with clients at the appropriate time for you Involved in manager and fund research in an area which interests you Opportunity to be further involved in other areas of personal interest (e.g. Environmental, Social and Governance / modelling) Regular training opportunities alongside your graduate intake cohort We will support you with either Chartered Financial Analyst (CFA) exams or actuarial (IFoA) exams. We know that it’s a really hard work completing professional qualifications whilst progressing in a new job, so we’ll help you every step of the way - we’ll equip you with study materials, tutorials, a mentor, and time off to study. We also award salary increases for exam success. Your profile: To thrive in this role, we would expect the most suitable candidate to be interested in investments or keen to learn more about investment, with a desire to provide the best solutions for our clients and be/have: Conscientious with an appetite to learn and develop skills Desire and ability to build great relationships with colleagues and clients Outstanding communication skills, written, oral and in presentation form Highly organised with the ability to prioritise effectively Logical mind-set, with a high level of numeracy Ability to problem solve and come up with solutions Outstanding accuracy and attention to detail Adaptable and a team-player A graduate with a strong academic background ideally in economics, mathematics or a finance related field but we are open to considering other fields to A level Maths (or equivalent Highers) Desire to study professional exams – Chartered Financial Analyst (CFA) exams or actuarial (IFOA) What do we offer? Are you looking to build your career in a business where you can bring your true self to work? XPS continually strives to be an inclusive and diverse workplace and our culture has our people at its heart. Follow or copy the link to learn more about a career with XPS: As a disability confident employer, we have committed to support disabled individuals throughout the recruitment process. This means we have ensured each stage is inclusive and offers reasonable adjustments where required for recruitment and within the workplace. Follow or copy the link to find out more about our people approach including information about Inclusion and Diversity, sustainability, flexibility at work, health and wellbeing, reward & benefits and our recent awards including being named as one of The Sunday Times Best Places to Work 2023: At XPS, we invest in our graduates, fostering your growth and career journey. Join our vibrant and collaborative team, working alongside industry experts who value your unique perspective. We offer an attractive reward package, including: Excellent salary Participation in a Discretionary Bonus Scheme 25 days holiday A set of core benefits including pension plan, life assurance, employee assistance programme, access to a qualified, practicing GP 24 hours a day, 365 days a year A comprehensive range of voluntary and flexible benefits to suit you and your lifestyle including holiday trading, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, critical illness cover, private medical cover for self and family, travel insurance and a broad range of discounts at hundreds of retailers. Learn more here: What happens next? If you feel XPS could be the next step on your career ladder, please apply directly via the links provided and we look forward to learning more about you. We will consider all applicants and respond swiftly. If you do not feel ready to apply but wish to know more, please contact Paul Gilliver on the recruitment team at XPS The successful candidate will need to demonstrate the following requirements: Right to Work confirmation Employment or educational references covering five years #J-18808-Ljbffr
Graduate Assistant Investment Consultant in Manchester employer: XPS Pensions Group
XPS Pensions Group is an exceptional employer located in Manchester, offering a vibrant and inclusive work culture that prioritises employee growth and development. As a Graduate Assistant Investment Consultant, you will benefit from comprehensive training, support for professional qualifications, and a generous rewards package, all while working alongside industry experts who value your contributions. With a commitment to diversity and well-being, XPS is dedicated to creating a fulfilling and rewarding environment for its employees.
Contact Detail:
XPS Pensions Group Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Graduate Assistant Investment Consultant in Manchester
✨Tip Number 1
Familiarise yourself with the investment consulting industry. Read up on current trends, challenges, and best practices. This knowledge will not only help you in interviews but also show your genuine interest in the field.
✨Tip Number 2
Network with professionals in the investment sector. Attend industry events or join relevant online forums. Building connections can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare for potential interview questions by practising your responses. Focus on scenarios that highlight your communication skills, problem-solving abilities, and teamwork experiences, as these are crucial for the role.
✨Tip Number 4
Showcase your eagerness to learn and develop professionally. Be ready to discuss how you plan to tackle the CFA or actuarial exams, as this demonstrates your commitment to growth within the company.
We think you need these skills to ace Graduate Assistant Investment Consultant in Manchester
Outstanding Communication Skills
Relationship Building
Analytical Skills
Attention to Detail
Numeracy Skills
Problem-Solving Skills
Organisational Skills
Teamwork
Adaptability
Report Writing
Risk Analysis
Investment Knowledge
Client Interaction
Time Management
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant skills and experiences that align with the Graduate Assistant Investment Consultant role. Focus on your communication skills, analytical abilities, and any experience in finance or economics.
Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for investments and your desire to learn. Mention specific aspects of the job description that excite you and how you can contribute to the team at XPS Pensions Group.
Highlight Relevant Academic Background:If you have a strong academic background in economics, mathematics, or finance, make sure to emphasise this in your application. Include any relevant coursework or projects that demonstrate your analytical skills.
Showcase Your Communication Skills:Since the role requires outstanding communication skills, provide examples in your application where you've effectively communicated complex information, whether in writing or presentations. This could be from academic projects or previous work experiences.
How to prepare for a job interview at XPS Pensions Group
✨Show Your Passion for Investments
Make sure to express your genuine interest in investments during the interview. Share any relevant experiences or coursework that sparked your enthusiasm, and be prepared to discuss current trends in the investment world.
✨Demonstrate Strong Communication Skills
Since the role involves a lot of client interaction, practice articulating your thoughts clearly and confidently. Consider preparing a brief presentation on a topic related to investments to showcase your ability to communicate complex ideas effectively.
✨Highlight Your Teamwork Experience
The job requires working closely with colleagues and clients, so be ready to share examples of successful teamwork from your past experiences. Discuss how you contributed to team goals and how you handle differing opinions within a group.
✨Prepare for Problem-Solving Questions
Expect questions that assess your problem-solving abilities. Think of scenarios where you've had to analyse data or make decisions under pressure, and be ready to explain your thought process and the outcomes of your actions.
