Primary responsibilities include working with Investment Consultants to assess client objectives, produce bespoke investment advice, create regular reports, conduct investment research, perform technical analysis, and work with investment models across various client types including pension schemes, corporates, local authorities, endowment funds, charities, and high net worth families.
Required experience includes being in penultimate year of studies, on track for a minimum 2:1 degree, with strong academic background, A-level or Higher Maths, and Level 6 at GCSE English Language. Candidates should be dynamic, proactive, with excellent communication skills and keen interest in investment consulting.
The role offers first-class training, work experience, and mentorship from Partners, with potential for future graduate employment. Barnett Waddingham provides a supportive work environment, study support package, dedicated training team, and opportunities for professional development within a friendly, inclusive firm committed to doing the right thing.
