Industrial Placement Wealth Advisory London 2025 Intake

at  Isio Group

About Us
Without careful consideration today, tomorrow’s pensions don’t exist.
That’s where Isio comes in, giving our clients the advice and support they need to deliver better outcomes and financial wellbeing for their members in the decades to come.
Isio provides full-service pensions consultancy to over 1000 clients, from third-party administration through to actuarial expertise, investment advice and advising clients on providing the best possible reward and benefits packages for their employees. Isio launched in March 2020 out of KPMG UK’s pensions practice and has grown to over 1000 people working across 10 offices throughout the UK.
We’re a people first business, so we want to make sure that you are supported.
We aim to create an environment where you can succeed in a role that makes the most of your existing skills and helps you develop new ones.
We are committed to equality, diversity and inclusion – bringing your whole self to work every day. Isio is growing at a fast and exciting pace. Completing your Placement year at Isio will provide a great balance of working with experts in their field within an innovative organisation that is looking to drive positive and innovative change in its sector.
Programme: Industrial Placement – Wealth Team
Length of programme: 12 months
Locations: London
Entry Requirements:
In full time university study and be on track to start the final year of your degree in Autumn 2027
On track to achieve a 2.1 in your university degree
Available to work from summer of 2025
Desirable Requirements:
Currently pursuing a degree in Data Science, Business Management, Finance, Economics, or a related field.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills, with the ability to work collaboratively in a team environment.
Proficiency in Microsoft, particularly Excel
A keen interest in financial markets, investment strategies, wealth management and financial advice.
Self-motivated, with a proactive approach to learning and development.
Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
Working in Wealth at Isio
Join our Wealth Team for a 12-month industrial placement, where you will gain invaluable experience in the world Wealth Planning. This role is ideal for students studying Data Science, Business Management, or related fields who are eager to apply their knowledge in a practical environment. You will work alongside experienced professionals, contributing to live projects that assist with client success and enhance your both educationally and professionally. This role will provide invaluable professional contacts, help to narrow down your career aspirations and potentially secure a full-time job offer after graduation.
The role
Some of the work you will be involved in include:
Assisting in the analysis and interpretation of financial data to support business and client decision-making.
Contribute to the development of strategies and solutions
Collaborate with team members to prepare presentations and reports for internal governance, board reporting amongst other audiences.
Support the Wealth Team in the evaluation and implementation strategies.
Participate in strategy, project, team and client meetings
Contribute to the continuous improvement of internal processes and methodologies.
Key attributes we are looking for in Industrial Placement students:
As a people first business personal attributes are just as important as academic qualifications. So, there’s a few things we’re looking for from our placement students including:
Excellent communication - the ability to communicate with people
Enthusiasm and motivation – a unwavering desire to provide an excellent customer service to our clients and members.
Excellent time management – the ability to manage multiple tasks and deliver to deadlines.
A great team worker - the ability to work as part of a team in a busy, fast-paced environment.
Demonstrated Commitment to our Core Purpose:
Power in Partnership: We work in partnership with our clients and 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 and 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.
What we offer you
Isio is a people business, and we’re committed to helping you gain a hands-on experience and apply your current skills whilst helping you to develop new skills in a practical way. The variety of work that’ll be available to you will enable you to do this.
On top, we also offer:
A competitive remuneration package
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
What’s next?
Click on ‘apply’ below and follow the simple application process online.

Please refer the Job description for details