Aspiring Wealth Manager | CISI Masters Track

Gladsoftit; Birmingham; On-site; GBP 25,000 - 35,000; Full time

Job summary

Gladsoftit is seeking an Investment Advisor based in Birmingham, England. This role involves providing comprehensive support and training within the branch, with responsibilities evolving over time. The ideal candidate will adapt to these changes while focusing on self-development and commercial awareness.

The Investment Advisor will also work towards completing the CISI Masters in Wealth Management within a 36-month timeframe. Strong communication and leadership skills are essential for success in this position.

Qualifications

• Ability to adapt to changing responsibilities.
• Proactive and independent approach towards work.
• Commitment to learning and development.

Responsibilities

• Provide support and assistance to branch/desk.
• Learn and understand systems and processes of The Firm.
• Study and complete the CISI Masters in Wealth Management.

Skills

Leadership skills

Strong communication skills

Attention to detail

Understanding of financial services

Job description

Gladsoftit is seeking an Investment Advisor based in Birmingham, England. This role involves providing comprehensive support and training within the branch, with responsibilities evolving over time. The ideal candidate will adapt to these changes while focusing on self-development and commercial awareness.

The Investment Advisor will also work towards completing the CISI Masters in Wealth Management within a 36-month timeframe. Strong communication and leadership skills are essential for success in this position.