Aspiring Wealth Marketing & Advisory Associate

ValueFinity, Inc.; Birmingham; Hybride; GBP 25 000 - 35 000; Plein temps

Résumé du poste

ValueFinity, Inc. in Birmingham, West Midlands, is seeking an Investment Advisor trainee focused on wealth management. You will support the branch, adapt to evolving duties, and gain comprehensive training across systems, processes, and client products.

Successful candidates will aim to complete the CISI Masters in Wealth Management within 36 months. Strong leadership, communication, and attention to detail are essential as you become an integral part of the team.

Qualifications

• Evidence of leadership shown through activities or responsibilities.
• Strong written and verbal communication skills.
• Understanding/interest in the financial services sector.
• Very high attention to detail and accuracy.
• Organised and efficient; strong teamwork.

Responsabilités

• Provide support to the branch/desk with evolving duties.
• Adapt to changing responsibilities and learn from experience.
• Learn and understand the systems and processes of The Firm.
• Learn about the products and services offered to clients.
• Study and complete the CISI Masters in Wealth Management within 36 months.

Connaissances

Leadership

Communication

Financial services understanding

Attention to detail

Organised

Team player

Formation

CISI Masters in Wealth Management

Description du poste

ValueFinity, Inc. in Birmingham, West Midlands, is seeking an Investment Advisor trainee focused on wealth management. You will support the branch, adapt to evolving duties, and gain comprehensive training across systems, processes, and client products.

Successful candidates will aim to complete the CISI Masters in Wealth Management within 36 months. Strong leadership, communication, and attention to detail are essential as you become an integral part of the team.