Competitive salary
Pension scheme
Life assurance

Graduate Investment Analyst

Salary £30,000
Location Bristol, Edinburgh, London & Redditch
Mergefield Title {Mergefield Value}
Mergefield Title {Mergefield Value}

This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.

Broadstone have an exciting opportunity for a Graduate Investment Analyst to join the team.

Location: Bristol, Edinburgh, London & Redditch

Salary: £30k per annum

Start date: Autumn 2025

Who are we?

Broadstone is a thriving consultancy offering a wide range of services in pensions, investments, and employee benefits. Established in 1989, the business has grown from a small team to a workforce of over 650, brought together by a desire to deliver a personal, expert service to all who put their faith in us.  We take pride in assisting small and medium sized pension schemes who lack the time or resources to address increasingly challenging issues themselves.

Our values are at the heart of everything we do and drive us forward every day. We strive to attract, develop, and retain top talent to work together to provide the best possible client outcomes. Our team feel empowered to share ideas to continuously improve our business. The impressive results of both client and staff surveys are a source of great pride. We are committed to diversity, equity and inclusion.

We operate out of 9 regional hubs stretching from London to Glasgow.

Why work for us?

Through our generous study package, we are committed to support you either in your pursuit of your Chartered Financial Analyst professional qualification, or a qualification with the Institute and Faculty of Actuaries (IFoA). You would work within a friendly, supportive environment and quickly become an integral and valuable part of our team. Your training would follow a structured programme and focus on commercial as well as technical skills. The variety of experience available to you would afford you insight into the different roles available to you as your career progresses. Whatever your preference, you will be encouraged and empowered to achieve your ambitions.

Graduate Investment Analyst - The Role:

Due to continued growth, we have the opportunity for a Graduate Investment Analyst to join our thriving Investment Consultancy. You will help the team to provide a full range of investment consulting services to a range of clients. You will assist in the production of investment reports, carry out investment strategy reviews, manage asset transitions, and may be the main point of contact for the day-to-day requirements of our Investment Consulting clients.

Graduate Investment Analyst – Key Responsibilities:

The role will include:

- Set up and run asset and liability modelling software and draft reports based on the output

- Manage the transition of assets between funds and managers as required

- Draft reports detailing investment strategy and fund manager selection advice to clients

- Monitor Fund Managers that have been recommended to clients on an ongoing basis; highlighting -any alerts that clients should be aware of

- Provide full support to the Investment Consultants to ensure that excellent client relationships are maintained at all times

- Attend client/ fund manager meetings and take note of action points where required

Graduate Investment Analyst – You:

- On track to graduate with a 2.1 or above at bachelor’s degree level (numerate degree preferable)

- An A level (or equivalent) at Grade B or above in Maths

- Demonstrable interest in investments

- Ready to start studying towards professional qualifications

- The successful candidate must, by the start of the employment, have permission to work in the UK

Graduate Investment Analyst– Benefits:

- Competitive salary

- 25 days holiday plus bank holidays (with option of buying more)

- Fully supported study including membership fees, study materials, exam fees, and exam leave

- Generous pension scheme

- Health cash plan

- Additional optional benefits

- Social events

- Volunteering opportunities

To apply for this exciting opportunity, click ‘apply’ now. Your application should include a supporting statement detailing your interest in the role and your relevant skills and experience.

Please note: We value original applications and therefore request that you do not use AI when completing your application. Unsolicited contact with our employees will not be considered.

The Broadstone Group is a leading, independent provider of specialist pensions, trustee, and employee benefits solutions to small to medium enterprises and large corporates.

At the heart of our business is a diverse team of specialist advisers, each with a unique knowledge base within their specific area.  Our company structure and systems, finely-tuned over the years, enable our advisers to remain intricately linked to provide clients with coordinated, end-to-end solutions whenever required. This ethos is one that continually upholds good practice, encourages proactivity, and ultimately benefits our client’s bottom line.

Broadstone is a Living Wage Employer

We have been accredited as a Living Wage Employer. This means that we have made a living wage commitment to ensure that everyone working at Broadstone will receive at least a minimum hourly wage. Both rates are significantly higher than the government minimum for over 23s.

Client First

We aim to be the most customer service centric business in the sector. We put the interests and the needs of clients first.

Outcome Driven

We focus on achieving the best possible results. We use our experience and expertise to realise opportunities and deliver on objectives.

Collectively Confident

We challenge ourselves to embrace change and look to the future. We continuously improve by evolving to create, capture and realise new opportunities for our customers and colleagues.

Forward Thinking

We seek to build strong relationships through collaboration. We develop a recognition and understanding of each other to collectively achieve more from each other for the benefit of all.

We are proud of the total reward package that we offer to our employees. Our flexible benefits approach gives individuals the power to select the package that best suits their needs.

  • Competitive salary
  • 25 days holiday, plus bank holidays (with the option to buy more)
  • Generous pension scheme
  • Fully supported Study Programme
  • Health cash plan (level 1)
  • Life Assurance
  • Group Income Protection
  • Eye tests
  • Social events
  • Community volunteering days
  • Employee Assistance Programme
  • Health club discounts
  • Give as you earn scheme*
  • Personal Accident insurance*
  • Travel insurance*
  • Health Assessments*
  • Dental insurance*
  • Cycle to work scheme*
  • Tech scheme*
  • Critical illness*
  • Cancer checks*
  • The Green Car Scheme*
  • Discounts on entertainment, cars, insurance, and much more

* Additional benefits which can be purchased by the employee.

Diversity and inclusion is at the forefront of both our HR and wider business agenda. We’re an equal opportunity employer, which means we’ll consider all suitably qualified applicants regardless of gender identity or expression, ethnic origin, nationality, religion or beliefs, age, sexual orientation, disability status or any other protected characteristic. We recruit and develop our people based on merit and their passion for delivering excellence. We’re committed to creating an inclusive environment for all employees.

Please contact us if you need any adjustments or changes made to help you find and apply for jobs with us.

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