Investment Consulting Apprenticeship Start Date: September 2025 Applications close: 4th March 2025 Better Decisions Begin with You Aon shapes decisions for the better to protect and enrich the lives of people around the world. When you join us, you’ll become empowered to make the same impact, as you explore ways of becoming a more relevant, connected and valued professional. Wealth Solutions: Investment Apprentice Join Aon as an Investment Apprentice as a permanent colleague from day one and be play a vital role in meeting the expectations of our global clients through the delivery of high-quality service and advice. Our consultants have been advising employers and governments on their pension schemes and other assets — totalling over $4 trillion — for over 60 years. At Aon, we provide a wide range of clients with expertise that extends from setting their investment strategies and the day-to-day management of their investment portfolios, through to corporate transactions and transfers of assets from one Investment Manager to another. Your role as an Investment Apprentice: Delivering client value drives everything we do at Aon. Likewise, it will drive everything you do as an Apprentice here. Your role will focus on assisting colleagues in preparing investment advice, market insights and detailed analysis for your clients. What your day could look like: + Supporting client-facing advisory activities through accurate investment calculations + Preparing and checking data, carrying out audit trails and supporting one-off projects + Carrying out administrative tasks contributing to the retirement and investment consulting process + Inputting data accurately to maintain management information + Supporting the delivery of client-facing plan management activities and project deliverables + Over time, helping to ensure our work complies with external professional requirements and our own internal quality standards + Learning quickly on the job, through formal training and from senior colleagues around you Your Development As an Aon Apprentice you will be enrolled onto our development programme when you join. This programme is built around 3 core elements: + Business learning – on the job learning and experiences giving you the opportunity to develop your knowledge and understanding of the team and solution line you have joined + Centralised learning - UK apprentices complete in an Aon Induction, monthly webinars, business skills training and workshops; all designed to help you develop your knowledge of Aon, build your confidence and your network across our business + Professional Qualifications – we want you to be as successful as possible, so we’ll fully support your study towards your Level 4 Investment Consultant Apprentice Programme. This will provide you with the communication and client facing skills for a long running career as an Investment Consultant, as well supporting you through the IMC (Investment Management Certificate) qualification. To support you as you study for your exams, you’ll receive paid study leave, plus an extensive range of study and tuition materials. Building Relationships With Aon business leaders playing an active role in our development, you're encouraged to make the most of every networking opportunity open to you. The early relationships you build will include: + Your Apprentice network – you'll meet Apprentices from all areas of Aon in the UK, helping you navigate our business and grow a support network from day one + Your Buddy – a recent apprentice colleague who can help you out with day-to-day questions, support you with networking, specific issues or any general thoughts or queries you have + Business mentors – many experienced colleagues will be actively interested and involved in your development + The Early Careers Team – here to help smooth the way, open doors, and advise you on developing your knowledge, skills and prospects Your career beyond your Apprenticeship Once you’ve completed the formal apprenticeship programme, you’ll continue to receive lots of support at Aon. We would expect you to be promotion ready within 24 months and you will continue to grow your career at Aon. You will also be able to continue your studies for the CFA1 qualifications. Alongside the interactive development programme we’ve mentioned above, you’ll have the chance to explore different career paths. Once you have completed your 18-month Apprenticeship, your training and development doesn’t stop there, you will continue your professional development taking on more client responsibilities. Next Steps If you are interested in this apprenticeship programme and would like to apply, here are some things to help you: Entry Requirements: + 104 UCAS points from your top 3 A Levels (or equivalent) or 260 UCAS points for exams sat prior to 2017 (excluding General Studies) i.e. BCC + Five grade 9 – 4 GCSEs including Maths and English (A*- C GCSEs for exams studies prior to 2020) What are we looking for? + Motivation and ambition – you will need to be able to articulate why you want to join the Investment Apprenticeship + Curiosity and Enthusiasm – Demonstrate your passion for financial markets and problem solving + Commercial awareness – this helps us to provide support and advice to our clients with clarity and confidence Locations: Birmingham, Bristol, Edinburgh, Leeds, London We recognise the value for our Early Career colleagues of being in the office environment from the beginning of their programme. As a new early career colleague, you will spend the first 6 months based in the office to support your learning, development, and progression. This will enable you access to support from managers, collaborate with colleagues as well as grow your network across Aon. After completing this initial training period, you will then have the opportunity to work more flexibly, spending at least 3 to 4 days face to face in the Aon office or with clients. How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. If you require any reasonable accommodations or adjustments, please contact apprentices@aon.co.uk and a member of the UK Early Careers team will contact you. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. #AonApprenticeUK #InvestmentApprenticeshipUK 2024-81381 Investment Consulting Apprenticeship Start Date: September 2025 Applications close: 4th March 2025 Better Decisions Begin with You Aon shapes decisions for the better to protect and enrich the lives of people around the world. When you join us, you’ll become empowered to make the same impact, as you explore ways of becoming a more relevant, connected and valued professional. Wealth Solutions: Investment Apprentice Join Aon as an Investment Apprentice as a permanent colleague from day one and be play a vital role in meeting the expectations of our global clients through the delivery of high-quality service and advice. Our consultants have been advising employers and governments on their pension schemes and other assets — totalling over $4 trillion — for over 60 years. At Aon, we provide a wide range of clients with expertise that extends from setting their investment strategies and the day-to-day management of their investment portfolios, through to corporate transactions and transfers of assets from one Investment Manager to another. Your role as an Investment Apprentice: Delivering client value drives everything we do at Aon. Likewise, it will drive everything you do as an Apprentice here. Your role will focus on assisting colleagues in preparing investment advice, market insights and detailed analysis for your clients. What your day could look like: + Supporting client-facing advisory activities through accurate investment calculations + Preparing and checking data, carrying out audit trails and supporting one-off projects + Carrying out administrative tasks contributing to the retirement and investment consulting process + Inputting data accurately to maintain management information + Supporting the delivery of client-facing plan management activities and project deliverables + Over time, helping to ensure our work complies with external professional requirements and our own internal quality standards + Learning quickly on the job, through formal training and from senior colleagues around you Your Development As an Aon Apprentice you will be enrolled onto our development programme when you join. This programme is built around 3 core elements: + Business learning – on the job learning and experiences giving you the opportunity to develop your knowledge and understanding of the team and solution line you have joined + Centralised learning - UK apprentices complete in an Aon Induction, monthly webinars, business skills training and workshops; all designed to help you develop your knowledge of Aon, build your confidence and your network across our business + Professional Qualifications – we want you to be as successful as possible, so we’ll fully support your study towards your Level 4 Investment Consultant Apprentice Programme. This will provide you with the communication and client facing skills for a long running career as an Investment Consultant, as well supporting you through the IMC (Investment Management Certificate) qualification. To support you as you study for your exams, you’ll receive paid study leave, plus an extensive range of study and tuition materials. Building Relationships With Aon business leaders playing an active role in our development, you're encouraged to make the most of every networking opportunity open to you. The early relationships you build will include: + Your Apprentice network – you'll meet Apprentices from all areas of Aon in the UK, helping you navigate our business and grow a support network from day one + Your Buddy – a recent apprentice colleague who can help you out with day-to-day questions, support you with networking, specific issues or any general thoughts or queries you have + Business mentors – many experienced colleagues will be actively interested and involved in your development + The Early Careers Team – here to help smooth the way, open doors, and advise you on developing your knowledge, skills and prospects Your career beyond your Apprenticeship Once you’ve completed the formal apprenticeship programme, you’ll continue to receive lots of support at Aon. We would expect you to be promotion ready within 24 months and you will continue to grow your career at Aon. You will also be able to continue your studies for the CFA1 qualifications. Alongside the interactive development programme we’ve mentioned above, you’ll have the chance to explore different career paths. Once you have completed your 18-month Apprenticeship, your training and development doesn’t stop there, you will continue your professional development taking on more client responsibilities. Next Steps If you are interested in this apprenticeship programme and would like to apply, here are some things to help you: Entry Requirements: + 104 UCAS points from your top 3 A Levels (or equivalent) or 260 UCAS points for exams sat prior to 2017 (excluding General Studies) i.e. BCC + Five grade 9 – 4 GCSEs including Maths and English (A*- C GCSEs for exams studies prior to 2020) What are we looking for? + Motivation and ambition – you will need to be able to articulate why you want to join the Investment Apprenticeship + Curiosity and Enthusiasm – Demonstrate your passion for financial markets and problem solving + Commercial awareness – this helps us to provide support and advice to our clients with clarity and confidence Locations: Birmingham, Bristol, Edinburgh, Leeds, London We recognise the value for our Early Career colleagues of being in the office environment from the beginning of their programme. As a new early career colleague, you will spend the first 6 months based in the office to support your learning, development, and progression. This will enable you access to support from managers, collaborate with colleagues as well as grow your network across Aon. After completing this initial training period, you will then have the opportunity to work more flexibly, spending at least 3 to 4 days face to face in the Aon office or with clients. How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. If you require any reasonable accommodations or adjustments, please contact apprentices@aon.co.uk and a member of the UK Early Careers team will contact you. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. #AonApprenticeUK #InvestmentApprenticeshipUK