Trainee Investment Consultant - 2023 Intake Amersham, England
Barnett Waddingham
Full Time
Amersham, England
48367 - 74989 GBP ANNUAL Today
Job description
Overview:
We pride ourselves on being a friendly and inclusive firm, which maintains its core value or Principled, Quality, Partnership and Respect. We have a supportive structure in place to help you manage your work/life balance. Increasing our talented workforce is imperative to maintaining a proactive and competitive business, which is why our study support package and dedicated training team are always on hand for guidance throughout our graduate programme and beyond. Look at what graduates, who recently joined us have to say:
"I joined Barnett Waddingham as part of the 2019 graduate intake, and ever since I started at the firm I have felt a valued member of the team and have been well supported in my work. The company's culture centres around doing the right thing this shines through in the way BW is committed to supporting clients, but also in how BW puts emphasis on staff wellbeing and development."
“Barnett Waddingham offer a very generous study support package that provides me with the time off work and resources I need to study effectively for my exams. I also get continued support from my study mentor, who provides me with advice on the best way to prepare for my exams.”
Our Investment Consultants will be working on the following tasks:
Our trainee consultants develop a broad, transferable skillset which covers both technical and consulting matters. You will also have opportunities to work on a wide range of projects and to develop your softer skills.
Please find below an insight webinar that we have recorded to give you further insight into our investment team.
Insight into the Investment Consulting Team video
Qualifications:
We look forward reviewing your application!
What's in it for you?:
For the second time running Barnett Waddingham has been accredited with a “2 star” rating by Best Companies, demonstrating “Outstanding” levels of workplace engagement. We’re also thrilled to have ranked 34th in the Best Large Companies to Work For national listings and 2nd in the financial sector category – a fantastic recognition of the hard work and dedication our entire team puts into creating an outstanding workplace culture.
Postal applications should be sent to: Talent Acquisition, Barnett Waddingham, St James's House, St James Square, Cheltenham, Gloucestershire, GL50 3PR
Not quite the right opportunity for you this time?
Barnett Waddingham is a leading independent UK professional services consultancy advising on risk, pensions, investment and insurance. With over 1500 people across 9 offices, our culture is based on providing all of our clients with a high quality, professional service through strong personal relationships and tailored solutions. We are wholly owned by Partners so we can take a longer-term view. We are dependent on talented and well-trained employees who enjoy working for a leading organisation in a closely knit and friendly team. To achieve this - and further support our continued growth as an independent, resilient and evergreen business - we need talented, motivated and enthusiastic graduates who value the chance to join our graduate programme.
We pride ourselves on being a friendly and inclusive firm, which maintains its core value or Principled, Quality, Partnership and Respect. We have a supportive structure in place to help you manage your work/life balance. Increasing our talented workforce is imperative to maintaining a proactive and competitive business, which is why our study support package and dedicated training team are always on hand for guidance throughout our graduate programme and beyond. Look at what graduates, who recently joined us have to say:
"I joined Barnett Waddingham as part of the 2019 graduate intake, and ever since I started at the firm I have felt a valued member of the team and have been well supported in my work. The company's culture centres around doing the right thing this shines through in the way BW is committed to supporting clients, but also in how BW puts emphasis on staff wellbeing and development."
“Barnett Waddingham offer a very generous study support package that provides me with the time off work and resources I need to study effectively for my exams. I also get continued support from my study mentor, who provides me with advice on the best way to prepare for my exams.”
CFA/IFOA Investment Graduate programme
All of our graduates get early opportunities to work directly with clients and plenty of training to develop their technical and communication skills.
Our Investment Consultants will be working on the following tasks:
- Providing investment advice and services to a range of organisations, including pension schemes, local authorities, endowment funds, charities and high net worth families.
- No one day is the same for our trainee - you will gain exposure in a wide variety of areas including producing and presenting tailored investment advice and carrying out technical analysis
- An opportunity to get involved in investment research which underpins our ability to provide client with the advice they need.
Our trainee consultants develop a broad, transferable skillset which covers both technical and consulting matters. You will also have opportunities to work on a wide range of projects and to develop your softer skills.
Please find below an insight webinar that we have recorded to give you further insight into our investment team.
Insight into the Investment Consulting Team video
Qualifications:
Who are we looking for?
Our current graduate vacancies require a minimum 2:1 degree, A at A-Level Maths and Level 6 at GCSE English Language (or other equivalent qualifications), we require dedicated individuals with a strong academic background who are dynamic, proactive and have excellent communication skills.
Application process:
Next steps:
Once you submit your CV and pass the eligibility criteria stage you will be invited to complete the cognitive test and the application form. (PLEASE CHECK YOUR JUNK/SPAM REGULARLY!) The application form is an important part of the process as we will get an idea of your motivations and interest in working at Barnett Waddingham. You will be able to find lots of hints & tips with regards to completing the application form online, but for ease we've outlined a few below:
Focus on answering the questions and avoid being too vague.- Do your research on BW and know about the professional qualifications that we offer.
- Demonstrate enthusiasm for the role.
- Ensure your spelling and grammar is correct.
- Please use the correct terminology ie. I want to work as an Actuary instead of I want to work as an Actuarial or I want to work in Actuary
.....and don't forget to connect with our Early Careers Recruiter, Erik Snaathorst on LinkedIn for various hints/tips throughout the summer.
We look forward reviewing your application!
What's in it for you?:
What's in it for you?
Barnett Waddingham will provide you with the opportunity to thrive in a growing business with ambitious and exciting future plans, which believes strongly in being supportive, developing its people and offering a good work/life balance.
For the second time running Barnett Waddingham has been accredited with a “2 star” rating by Best Companies, demonstrating “Outstanding” levels of workplace engagement. We’re also thrilled to have ranked 34th in the Best Large Companies to Work For national listings and 2nd in the financial sector category – a fantastic recognition of the hard work and dedication our entire team puts into creating an outstanding workplace culture.
Your progression: We offer career progression opportunities and a focus on training and professional development to provide you with the necessary tools and skills. We also offer study support for relevant professional qualification.- Wellbeing: Employee wellbeing has always been important to us, and our approach is to create an environment where individuals will be engaged at work, successful in what they do and able to achieve their full potential, benefiting both their self and the business.
- Benefits package: We offer a great range of employee benefits as we believe it's important individuals are supported in making choices which are flexible enough to meet their needs and help support their wellness. For example, flexible annual leave scheme which gives you the opportunity to buy more holiday, a generous pension scheme and a competitive (discretionary) annual bonus.
- Diversity & inclusion: We are committed to having a diverse and inclusive workforce where people from all backgrounds, beliefs and perspectives can thrive, feel welcome and develop to their full potential. Our recruitment processes are designed to be fair and consistent and enable candidates to compete on a level playing field.
- WorkSmart: Throughout the lockdowns and beyond, we have recognised that the ways many of our clients and people would like to work has changed. We have seized this unique opportunity to proactively review and improve the way we work for the better. Through our “WorkSmart” programme, launched in September 2020, we have actively looked at the wider business market to help identify the best ways of working and have engaged with our employees to obtain their opinions. Please do therefore let us know if you are interested in one of our vacancies even if you do not live near the offices listed above.
- Corporate Social Investment: As a firm, we recognise that we have an impact that goes beyond our core activities. Our corporate social investment programme is an integral part of what we do and is focused on ensuring that our overall impact is a positive one. For example, employees are entitled to one paid volunteering day per year and matched funding, up to £250 per year, when raising money for or donating to a recognised charity.
Accessibility
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or call us on 0333 11 11 222.
Postal applications should be sent to: Talent Acquisition, Barnett Waddingham, St James's House, St James Square, Cheltenham, Gloucestershire, GL50 3PR
Not quite the right opportunity for you this time?
Follow Barnett Waddingham on LinkedIn https://www.linkedin.com/company/barnett-waddingham-llp in order to receive updates and posts about future opportunities, webinars and industry event invites, industry news and insights, exposure to new connections, BW services and new content.
Barnett Waddingham
www.barnett-waddingham.co.uk
London, United Kingdom
Andrew Vaughan
$25 to $50 million (USD)
1001 to 5000 Employees
Company - Private
Business Consulting
1989
