Finance Advisor

ValueFinity, Inc.; Birmingham; Hybrid; GBP 15,000 - 23,000; Full time

Job summary

The Firm in Birmingham, West Midlands invites applications for an Investment Advisor trainee who will provide professional support to the branch while developing commercial awareness.

You will study and complete the CISI Masters in Wealth Management within the remaining 30 months, with a view to growing into a fully skilled wealth advisory professional. This permanent, full-time role offers initial training and career progression in a dynamic financial services environment.

Qualifications

• Evidence of leadership or sports leadership.
• Strong written and verbal communication skills.
• Interest or understanding of the financial services sector.
• Very high attention to detail and accuracy is vital.
• Organized and efficient; works well in a team.

Responsibilities

• Provide proactive support to the branch/desk as the role evolves.
• Learn and understand the systems and processes of The Firm.
• Learn about the products and services offered to clients.
• Complete the CISI Masters in Wealth Management within 30 months (36 total).

Skills

Leadership skills

Strong communication

Financial services interest

Attention to detail

Organized

Team player

Education

CISI Masters in Wealth Management

Job description

The aim of the Investment Advisor scheme is to provide candidates with a comprehensive range of experience and training.

Investment Advisors will provide support and assistance to the branch/desk, but duties and responsibilities will change over time. You are expected adapt to these changing responsibilities and to use them in the learning as well to provide professional support to those using the department’s resources.

Birmingham, West Midlands

$20000 - $30000 per annum

Permanent, Full-time

12 Applicantions

Key Areas of Responsibility

Successful applicants will to possess a proactive and sometimes indendent approach, particularly when it comes to studying and build commercial awareness, which require bot self-motivation and commitment.

To become an effective and willing team member.

To learn and understand the systems and processes associated with The Firm.

To learn and understand about the products and service we provide to our clients

To study and successfully complete the CISI Masters in Wealth Management within the remaining 30 month period (36 months in total).

Required Skills

Evidence of leadership skills, possibly seen with sporting achievements or responsibilities.

Strong communication skills - both written and verbal.

Understanding/interest in the financial services sector.

A very high level of attention to detail and accuracy is vital.

Organized and efficient.

Strong team player.

We employ a long-established strategy of operationally intensive, sector-focused investing across all of our markets globally. We seek to invest in well-positioned companies with operational and strategic improvement potential and partner with management teams to create value by driving revenue and earnings growth.

“There are two things I look for in a financial adviser. Firstly, a thorough, up to date knowledge of all aspects of government rules and regulations pertaining to superannuation and investments.