Broadstone have an exciting opportunity for a Graduate Investment Analyst to join the team. Location: London, EC2V 7AN Salary: Up to £33k per annum

 

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 around 850, 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. Broadstone promote an inclusive working environment and recruitment process, valuing diversity, equity and inclusion based on age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation. Please let us know if you require reasonable adjustments. We operate out of 13 regional hubs stretching from London to Glasgow.

 

Why work for us?

We are committed to support you in your pursuit of professional qualifications through a generous study package. 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 be both fulfilling. This variety would afford your 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 new graduate to join our thriving Investment Consultancy team. You will help the Senior Investment Consultants to provide a full range of investment consulting services to an array of clients in the pensions and charity sectors. You will assist in the production of investment reports, carry out investment strategy reviews, manage asset transitions, and become one of the points of contact for the day-to-day requirements of our Investment Consulting clients.

 

Graduate Investment Analyst – Key Responsibilities:

- 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 Draft reports detailing investment strategy and fund manager selection advice to clients - Manage the transition of assets between funds and managers as required - Monitor fund managers that have been recommended to clients on an ongoing basis; highlighting any alerts that clients should be aware of - Set up and run asset and liability modelling software and draft reports based on the output

 

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 - You will be committed to studying towards either the CFA qualification or FIA qualification and know what these entail - The successful candidate must, by the start of the employment, have permission to work in the UK

 

Graduate Investment Analyst – Benefits:

- Competitive salary and discretionary performance-related bonus - Hybrid working available and flexibility allowed with start/end times - 25 days holiday (increasing with length of service) plus bank holidays (with option of buying more) - Generous pension scheme - Fully supported study program, including study leave and cover of appropriate study costs - Health cash plan - Additional optional benefits - Social events - Volunteering opportunities To apply for this exciting opportunity, click ‘apply’ now. Yourapplication must include a supporting statement detailing your interest in the role and relevant skills and experience. Applications without a supporting statement will be declined. Please note: We value original applications and therefore request that you do not use AI tools, except for grammar and spell checking. AI may not show your true abilities, which will be tested during an assessment centre. Broadstone reserves the right to close our vacancies early and will endeavour to respond to all applicants. However, if for any reason you have not heard back within 28 days of applying, please assume that you have been unsuccessful on this occasion. Apply This Job on Our Official Website

What is the opportunity?

  We have a fantastic opportunity available for a Wealth Paraplanner to join our London office on a permanent basis. This role is designed for someone eager to drive impact in a collaborative environment.   As part of our high performing team, you’ll be the critical support system to our Wealth Managers. Your expertise will directly enable them to deliver exceptional financial solutions to our clients. RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.  

What will you do?

• Provide appropriate support for Wealth Managers / Financial Planners.
• Craft bespoke financial plans – translate client aspirations into actionable strategies, leveraging your deep technical knowledge.
• Facilitate the smooth processing of new and existing business.
• Assist with monitoring the performance and work throughout, of any administration support thereby ensuring standards are maintained and deadlines are met.
• Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios.
• Analyse client’s aims and needs to construct solutions as a tool for advisors to communicate to clients.
• Production of robust financial plans and analytical information in support of Financial Planners and Wealth Managers under supervision of more senior team members.
• Provide guidance to more junior team members and support senior team members as required to contribute to the completion of tasks in a timely manner and to a high standard.
• Support colleagues with client interaction and by developing an awareness of client management and advice processes.
• Supports delivery of client service under the guidance of Wealth Managers / Financial Planners.

 

What do you need to succeed?

Must-have

• Proven expertise: CII or CISI Level 4 Diploma (or equivalent) and previous experience as a Paraplanner dealing in complex advice areas (estate planning, trusts, offshore bonds, pensions etc).
• Technical ability: Confidence with financial planning software and a knack for dissecting investments, tax strategies, and pensions.
• Collaborative spirit: A team player who thrives in a fast-paced, progressive culture.

  Nice-to-have

• Working towards or attained CII or CISI Level 6 or equivalent.
• Clear and concise communication skills – oral and written.
• Ability to meet deadlines/work within restricted timescales.
• Ability to work on own initiative to achieve required results.

 

What is in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Leaders who support your development through coaching and managing opportunities.
• Opportunities to work with the best in the field.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.

 

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details. #RBCBD  

Job Skills

Cash Management, Client Counseling, Competitive Markets, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Risk Management, Results-Oriented  

Additional Job Details

Address: 16 ST HELEN'S PLACE:LONDON City: London Country: United Kingdom Work hours/week: 35 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-06-15 Application Deadline: 2026-06-29 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above  

Our Employment Opportunities

  At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.   Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.   RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail. Apply This Job on Our Official Website  

My client is a well-known global investment bank with a highly successful UK and European FIG investment banking business and they are currently making an incremental FIG M&A hire in London - a VP (or potentially Senior Associate) to specialise in Insurance. In this capacity you will work closely with senior bankers (and a strong junior team) to maximise origination and deal execution capabilities. This business offers a collegial and entrepreneurial environment and rewards staff with substantial responsibility and interaction with senior-level professionals and clients.  

Core responsibilities:

• Leading executing of Life and Non-Life pan-European transactions • Oversee creation and preparation of client presentations in support of new business development and transaction execution • Coordinating and performing business due diligence, valuation etc, preparation of confidential memoranda, management presentations, marketing pitches, and other presentations • Involvement in building relationships and maintaining direct contact with current and prospective clients • Providing guidance, mentorship, and training to Analysts The ideal candidate would possess the following qualities and background: • Proven background in M&A and possess impressive FIG investment banking experience (including Insurance specific transactions and client work) • Strong communications skills: ability to interact confidently with banking professionals and clients • Outstanding analytical skills, including ability to perform extensive data analysis • Excellent financial modelling experience • Possess business acumen to initiate and extend group marketing and client development efforts • Team player Apply This Job on Our Official Website

Job Title: Investment Banking Consumer & Retail Corporate Title: Associate / Vice President Location: London, United Kingdom  

Company Overview

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!  

Role Description

Bank of America’s EMEA Consumer & Retail Investment Banking team, based in London, is looking for a strong and experienced Associate / Vice President to join the team. The EMEA Consumer & Retail team cover a large number of well-known clients on both strategic and financial matters across: • Consumer (e.g. Beverage, Food, Home & Personal Care, Tobacco etc.) and; • Retail (e.g. Apparel & Luxury, Food Retail, Specialty Retail, Foodservice & Restaurants, etc) on both strategic and financial matters • The team has also been steadily increasing coverage of disruptive companies across both digital commerce and fast-growing food and beverage brands and technologies. We hold leading positions, both globally and in EMEA, resulting in good exposure to interesting companies and live transaction execution. As an Associate / Vice President in the team, you will participate in the full cycle of coverage and transaction execution including idea generation and will cover all traditional Investment Banking products (M&A, Debt, Equity). Globally, we collaborate with 90+ Consumer & Retail professionals in New York, London, Hong Kong, Tokyo, Singapore, Sydney and Sao Paulo. Key competencies in the candidate would include great attitude/work ethic, strong technical and financial modelling capabilities, sector knowledge/interest, ability to work independently with limited guidance, leadership and teamwork and strong communication skills.    

Responsibilities

More specifically, Associate level day-to-day role will include: • Formulate and develop client pitch-books and analysis to support our client coverage activities • Lead workstreams on various live transactions (e.g. M&A, IPO, etc.) including drafting marketing materials, building financial models, coordination of due diligence, etc. • Detailed operational and financial analysis of companies, including comparable company trading analysis and transaction analysis • Build detailed financial models (operating models, merger models, DCF, LBO, etc.) • Research on companies and industries and support on client initiatives including generating and developing new M&A ideas • Assume responsibility for monitoring targeted clients in terms of newsflow and announcements • Build direct cross functional relationships with bankers in product and regional business units More specifically, Vice President level day-to-day role will include: • Play a key role supporting origination and deal execution, working on a broad scope of assignments and products within the Consumer & Retail industry • Expected to make an immediate contribution • Support senior bankers in day-to-day client coverage • Play a leadership role in the execution of M&A transactions and equity and debt financings • Help formulate and develop client pitch-books and analysis to support our client coverage activities • Mentor and train junior team members • Lead client coverage for smaller accounts    

What We Are Looking For in an Associate

• Self-motivated and driven • Proven financial analysis and modelling skills • High attention to detail and diligence • Display analytical and problem-solving skills, as well as financial and commercial acumen • Strong interpersonal communication skills • Capable of working effectively both independently and with multiple teams and individuals • Fluency in English is essential and a second European language a plus    

What We Are Looking For in a Vice President

• Requisite years of Investment Banking experience, ideally also including Consumer & Retail experience • Professional maturity and experience to interact directly with client and drive origination and execution • Self-motivated and driven • Proven financial analysis and modelling skills • High attention to detail and diligence • Display analytical and problem-solving skills, as well as financial and commercial acumen • Strong interpersonal communication skills • Capable of working effectively both independently and with multiple teams and individuals • Fluency in English is essential and a second European language a plus  

Bank of America

Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements. Apply This Job on Our Official Website

Location - Birmingham, UK Expectations - Full time in the office Join Metro – Where Innovation Meets Logistics Excellence At Metro, we don’t just move freight - we move boundaries. Powered by cutting-edge technology and driven by passionate people, we deliver world-class import/export solutions across air, ocean, and road freight, as well as supply chain management and specialist services in retail, manufacturing, automotive and chemical sectors amongst others. We are now seeking a Junior FP&A Analyst to join our growing Finance function—an ideal role for someone early in their finance career who is analytically driven, eager to learn, and ready to grow in a fast‑paced, multinational environment. Working closely with the Financial Controller, you will support financial reporting, global analysis, FX monitoring, and month‑end processes across our UK, USA and India entities. This role offers exceptional exposure, hands‑on experience, and the chance to develop into a well‑rounded finance professional.      

What You’ll Be Doing

Your role will include: Financial Analysis & Reporting • Support monthly management reporting cycles. • Assist in preparing management accounts, including variance analysis and commentary. • Conduct cost, overhead and departmental budget analysis to support commercial decision‑making. • Provide accurate analysis for global reporting across UK, USA and India entities. FX (Foreign Exchange) Analysis • Monitor FX movements and assess their impact on business performance. • Support hedging analysis and FX forecasting activities. • Assist the Financial Controller with FX exposure reporting. General Ledger & Month‑End Support • Perform accurate nominal and GL postings across multiple entities. • Assist with monthly close activities including reconciliations, accruals, prepayments and journal preparation. • Help maintain integrity of financial data within the ERP system. Audit & Compliance • Prepare schedules, reconciliations and documentation for internal and external audits. • Support statutory filing processes across UK, US and India. • Maintain strong internal controls across all FP&A processes. Cross‑Functional Collaboration • Work closely with Operations, Commercial, Procurement and International Finance teams. • Assist with ad‑hoc modelling, forecasting and business case analysis. • Contribute to process improvement and system enhancement initiatives.        

What You’ll Bring

You’ll need:  

Skills

• Strong analytical mindset with excellent attention to detail. • Solid understanding of accounting principles (journals, accruals, reconciliations, variance analysis). • Confident Excel user (lookups, pivots, basic modelling). • Clear and confident communication skills, able to present findings effectively. • Ability to manage deadlines and work across time zones. • Proactive, curious and eager to learn.  

Experience & Qualifications

• Studying towards CIMA / ACCA (desirable, not essential). • Prior experience in finance (AP/AR/GL/analysis) preferred—but open to graduates with placement experience. • Experience working in a multinational environment is advantageous.    

Why Metro?

We believe in rewarding our people. Here’s a selection of what you’ll enjoy: • Discretionary bi-annual bonus – because your success drives ours. • Health & wellness perks – including gym discounts, retail offers, and more. • Health cash plan – supporting your wellbeing. • Octopus EV car scheme – drive electric, drive smart. • Free parking – no stress, no cost. • Respectful, inclusive culture – where your voice matters. • Training & development – grow with us, every step of the way.    

Plus, You’ll Enjoy:

• Career Mobility & Growth – We actively promote from within and offer clear pathways to progress into senior roles or explore other departments. • Cross-Training Opportunities – Expand your skillset by working across different freight modes and supply chain functions. • Fast-Paced, High-Impact Work – Be part of a team that thrives on energy, agility, and delivering results under pressure. • Make a Global Impact – Help major international brands deliver on time, every time - your work keeps global supply chains moving. • Tech-Driven Efficiency – Work with industry-leading systems like Cargowise and MVT to streamline operations and reduce manual tasks. Apply This Job on Our Official Website

What We’re All About at Kroo

Kroo has a big vision. To be the first Bank that is both trusted and loved by its customers. We’re helping people take control of their financial future and achieve their goals, whilst making a positive impact on the planet. Here at Kroo, doing what is right is in our DNA. We act with integrity, transparency and honesty. We think big, dream big, and relentlessly pursue our goals. We like to be bold, break new ground, and we never stop learning. But most importantly, we are on this journey together.    

About the Team

We are a multi-disciplined team of experienced technology, banking, customer experience, marketing, and legal professionals who share a passion for the company’s mission and believe in a collaborative approach to creating the greatest social bank. We are building a diverse team of inquisitive people who want to understand customer needs and behaviour so we can develop innovative products that change people’s lives for good. What you’ll do: This is an excellent chance for a Junior Financial Crime Analyst to dive into the world of financial crime detection in the banking industry. In this role, you’ll gain invaluable experience with the support of structured training and mentorship. As a key member of the Financial Crime Detection Team, you’ll help identify, investigate, and mitigate financial crime risks, safeguarding our bank and customers. Here’s what you’ll be doing: • Support Daily Detection Operations: Play a vital role in the day-to-day operations of our Financial Crime Detection Team, helping ensure tasks and responsibilities are managed smoothly. • Investigate Suspicious Activity: Examine transaction monitoring alerts to detect and investigate potentially suspicious activities. • Assist Team Leadership: Work alongside the Detection Team Lead to support team goals and uphold quality standards. • Conduct In-Depth Reviews: Perform detailed checks on periodic and enhanced due diligence alerts to verify compliance and accuracy. • Spot Emerging Trends: Use data analysis to identify new financial crime trends and patterns. • Oversee Payment Reviews: Carry out payment reviews efficiently, balancing risk management with customer experience. • Collaborate with External Entities: Liaise with other financial institutions and law enforcement to address and prevent financial crime. • Engage Across Departments: Work with various teams within the business to support company-wide financial crime prevention strategies. • Enhance Processes: Assist in refining and updating existing processes, systems, and procedures to improve effectiveness. This role is ideal for someone who’s passionate about financial crime detection and eager to deepen their skills in a dynamic and supportive environment.        

Requirements

• Previous experience or even exposure to fraud prevention or financial crime operations. • Strong problem-solving abilities and a proactive approach to learning and tackling challenges in financial crime detection. • Readiness to handle escalations and support investigations, with enthusiasm for building skills in these areas. • Ability to manage multiple tasks effectively, meet deadlines, and maintain high-quality standards in your work. • Analytical mindset with a keen eye for identifying patterns and trends in data, supporting the detection of suspicious activity. • Team-oriented, thriving in a collaborative and dynamic environment. • Excellent written and verbal communication skills, essential for clear and effective reporting and collaboration.         Benefits

What we offer:

At our cutting-edge fintech company, we know that attracting and retaining the best talent means offering top-notch benefits that help our employees thrive both in and outside of work. Check out what we currently offer: • Generous holiday time: 25 days annual leave, 8 bank holidays, 1 Kroo bank holiday (June 24th), and 1 day off during the week of your birthday. • Personal days: We know that life can be unpredictable, so we offer 3 personal days to use as needed. • Employer-sponsored volunteer program: We're passionate about giving back to our community, and we support our employees in doing the same with up to 4 hours per month of employer-sponsored volunteer time. • Mental health support: We care about the mental health of our team members and offer access to Spill, our mental health support partner. • Workplace pension: We want you to feel secure about your future, so we offer a workplace pension with a 5% employee contribution and a 3% employer top-up. • Top-notch equipment: We provide top-of-the-line equipment necessary for smooth hybrid work, including a MacBook laptop. Additionally, we also offer support in establishing your home office by contributing towards your setup if required. • Modern office: When you're in the office, you'll enjoy access to our modern, bustling workspace in Central Manchester. • Cycle to Work scheme: We encourage sustainable transportation with our Cycle to Work scheme. • Electric Car scheme: We're committed to reducing our carbon footprint, and our Electric Car scheme makes it easy for our employees to do the same. • Enhanced parental leave: We know that family comes first, and we offer an enhanced parental leave policy to support our employees in starting and growing their families. • Room for growth: As a fast-paced, high-growth start-up, we're dedicated to providing our employees with room to grow and excel. • You get full healthcare for you and your nuclear family via Vitality. Office/Remote Working and Working Times: This is a hybrid role based in Manchester, with an expectation to attend the office in Manchester city centre once per week, while the remainder of your time will be spent working from home. Please note that onboarding and training will take place remotely. Our ambition is to be a truly 24/7 customer-focused bank. To support this, you’ll work 5 shifts per week (Monday to Sunday), totalling 37.5 hours. Shifts will be scheduled in advance and typically fall between 07:00 and 19:30. Diversity and Inclusion: We wholeheartedly uphold our commitment to fostering a diverse and inclusive workplace. Every employee is highly regarded, respected, and supported without any form of judgement or prejudice. We consider Diversity, Equality, and Inclusion as fundamental pillars guiding our path in all aspects of our bank. We also ensure that reasonable adjustments are made available to all candidates throughout the recruitment process. To all Recruitment Agencies: At Kroo Bank, agency resumes are strictly prohibited. Do not submit agency resumes or forward them to our job advertisements or Kroo Bank employees. Be aware that Kroo Bank will not assume any responsibility for fees incurred due to unsolicited resumes. To ensure a fair and efficient application process, all candidates are kindly requested to submit their applications directly through the advertised platform. We kindly ask that you refrain from reaching out to the company or its employees via email, LinkedIn, or any other communication channels for inquiries or updates. Please note that any attempts to contact us through these channels will not receive a response. Thank you for your understanding and cooperation. Please note: Kroo values honesty and integrity in all candidates therefore, applications should be accurate and truthful. As part of our hiring process, we conduct employment history and reference checks. Any undisclosed discrepancies, misrepresentations, or false information may result in the withdrawal of your application or job offer. Apply This Job on Our Official Website