Our Investment Advisory team is an area of rapid growth within our Pensions Practice. Providing invaluable services to Pensions Trustees and Corporate clients, we advise on a diverse range of investment-related subjects, including asset allocation, financial risk management and fund manager selection.
Entrepreneurial in spirit, our team’s diversity helps to encourage innovative, yet practical, ideas for our clients. A diverse team, with different backgrounds, knowledge and perspectives helps deliver commercial edge. For graduates, it’s the chance to take the first step towards becoming an expert in the field.
Challenging and rewarding, working in Investment Advisory requires strong communication skills and financial acumen, paired with the ability to take responsibility right from the beginning. Graduates here have the ambition and confidence to take the initiative and develop their own investment ideas.
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Capability: Tax & Pensions
Programme length: 3 years
Qualifications: Chartered Financial Analyst (CFA) or Fellow of the Institute and Faculty of Actuaries (IFoA)
As a general rule, you’ll be expected to meet the following requirements (*or equivalents)
- Minimum Grade B GCSE* Maths
- Minimum Grade B GCSE* English Language
- Minimum of 300 UCAS* tariff points
- Minimum 2:1 degree in any discipline
Please note, we only consider a candidate's 'top' 3 A-Level grades and do not accept General Studies.
At KPMG, we look at more than just your academic results. We will review your application, together with your performance in our assessments, to ensure that you have the best opportunity to demonstrate your potential. We will be considering your strengths and achievements alongside a number of other metrics, including technical background and/or experience, to ensure that you have the skills to succeed at KPMG.
Throughout the recruitment process we will be looking to learn more about your strengths.
To be successful on this programme, you will be required to demonstrate the strengths that we look for in our graduates at KPMG.
Learn more about what we look for and how to apply here.
Training and development
Train to be an Investment Advisor and you’ll study for a professional qualification whilst being trained on the job. Starting as a generalist, you’ll build up a wide range of knowledge on investments and capital markets. Then later in your career, you’ll specialise in certain asset classes or investment strategies.
As an Investment Advisory graduate, you’ll study for the Chartered Financial Analyst (CFA) exams or for the actuarial exams to qualify as a Fellow of the Institute and Faculty of Actuaries (IFoA). We recognise the challenges and time constraints involved in balancing work and study commitments, so we’ll support you with study allowance and tutorials. If studying for the CFA qualification, you’ll also need to complete the Investment Management Certificate (IMC). For more information on the Actuarial, CFA, and IMC exams, please click on the links below:
View other Tax & Pensions programmes
Global Mobility Services (GMS) Technology
ATT (Association of Tax Technicians), Technology-specific qualifications
Japan Practice in Tax
Dual Qualification: ICAEW CFAB, ATT and CTA
Dependent on qualification pathway and progression
Study towards becoming a Fellow of the Institute and Faculty of Actuaries (IFoA)
Dual qualification: ICAEW CFAB, ATT and CTA or ICAS equivalent, ATT and CTA