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Trainee Assistant Investment Analyst

XPS Pensions Group PLC
Leeds, West Yorkshire, United Kingdom
Competitive Salary
Closing date
Apr 22, 2024

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Job Role
Accounts Assistant
Contract Type
Full Time
Trainee Assistant Investment Analyst



Full Time



XPS Pensions Group is a multi-award winning and leading independent pensions consulting and administration business. At XPS, our vision is to create a vibrant place to work where difference is recognised as a strength and where talented people can flourish and achieve their highest potential.

Please note this is not a graduate programme role and would most likely suit an A'level or equivalent school leaver.

Our Investment Consulting business continues to grow and we are now looking for a number of Assistant Investment Analysts to join our vibrant Leeds office with hybrid working.

XPS is the only UK pensions specialist listed on the London Stock Exchange Main Market and we have the scale and flexibility to think and act differently. We are a multi-award-winning Pensions Consultancy with over 1 million member pension schemes administered and 1800 staff in locations across the UK. We advise on all things workplace pensions related. We help trustees and employers run pension schemes for the benefit of both current and former employees and we support scheme members in a way that is relevant, innovative and easily digestible.

Our people drive our success and as an XPS employee you can bring your whole self to work - Everyone is treated equally and with respect. We will provide you with the support and training you need to grow and be at your very best. It's about inclusion and diversity, ensuring all our people feel included, that they belong to XPS and that they're happy. Above all, it's about ensuring everyone has a voice and feels valued. Because they are.

The Team

XPS Investment is an area of rapid growth for XPS. We are very ambitious and want to continue growing strongly. We provide independent investment advice to our clients (largely institutional pension schemes) on innovative and pragmatic strategies and solutions that clearly meet our clients' needs and make a difference in people's lives.

This role sits within the Investment Core team, a team that is being established within XPS Investment to provide support to the Investment Consulting team. Our aim is for the Investment Core team to become a key contributor to the future success of our investment business. This offers an exciting opportunity to be involved from the beginning as the team develops and grows.

We are very ambitious and want to continue our strong growth. As part of this we are committed to developing market leading tools and approaches for our clients. For example, our online funding software 'Radar' has been awarded Actuarial Software of the Year for the last two years.

Learn more here:

The Role

As a Trainee Investment Analyst with XPS you will be supporting Investment Consultants on a variety of tasks from client reporting to providing clear communications and advice. You will be responsible for assisting the Investment Consulting team with the following:...
  • Investment performance monitoring and measurement
  • Completing regular investment documentation and calculations
  • Investment system support, assisting with monitoring and updates
  • Attendance and participation at internal technical training sessions
  • Regular liaising and communicating within the team, other departments in XPS, and investment managers
  • Helping to monitor funds, managers and their performance and reporting to our clients how their strategy has performed
  • Investment manager and fund research
  • Assisting the Consulting team with meeting regular client deadlines
  • Possible opportunities to support Investment Consultants directly in all aspects of their work
  • Working as part of a team, initially to assist Investment Consultants but progressing to reviewing the work of others and getting involved in wider workstreams at the appropriate time for you.

Your profile

To be successful in this role, you will have excellent numerical skills and a strong academic performance, with at least three A-levels (or equivalent) and a prediction of grade B or above in a numerical subject (i.e. Maths, Physics or Economics).

We want to help you reach your potential and be the best that you can be. By joining XPS you will be involved in a wide variety of work. You'll be supported by on-the-job training, resulting in you developing your knowledge and abilities quickly. We can teach what you need to know, we just need you to bring your drive, passion, and enthusiasm to make the most of the opportunity to start building your career.

In addition, we will support you to complete industry relevant qualifications, such as the Investment Management Certificate ('IMC'), if you wish to do so.

We want someone who is unafraid to express a view and can express their view clearly, thereby contributing to the ideas we rely on to achieve our aims.

Watch this video to find out more about the role.

Some of the XPS Pension Group's recent awards
  • Investment Consultancy Firm of the year at the 2022 Professional Pensions UK Pensions Awards (September 2022)
  • Pensions and Actuarial Consulting Firm of the Year at the 2022 Professional Pensions UK Pensions Awards (September 2022)
  • 2020 Business Culture Awards winning Best Business Culture Transformation Initiative and the overall Gold Award winner for Business Culture (November 2020)
  • Gold in the Employee Engagement category and Silver in the Employee-Centric Company category at the 2020 UK Employee Experience Awards (September 2020)

What we offer:

Find out more about Life at XPS Find out more about Our People Approach

We offer an attractive reward package, including:
  • Competitive 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.

What 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.

XPS is committed to making our opportunities accessible to all and would welcome you getting in touch to let us know if an adjustment can be made to support with your application. This may be extra time for assessments, pre-interview site visits, interview structure, or asking us about building accessibility. Whatever it may be, please get in touch with us to discuss how we can support you with your application.

If you do not feel ready to apply or still have questions, please email us by clicking here

The successful candidate will need to demonstrate the following requirements:
  • Right to Work confirmation
  • DBS Disclosure check
  • Employment or educational references covering five years
  • Satisfactory credit check

We continuously strive to build an inclusive workplace where all forms of diversity are valued, including age, background, disability, gender, gender identity, gender expression, race, religion or secual orientation.

Please note we reserve the right to close our vacancies early and we only accept CVs direct from candidates or our preferred supplier list when specifically intructed to do so.

...[more details]


Region: England - North

Job reference: REQ001969

Application closing date: 22/04/2024

Contractual hours: 36.25

Basis: Full time

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