Finance Advisor

Adun Group; Birmingham; Hybrid; GBP 15,000 - 23,000; Full time

Job summary

Adun Group in Birmingham, West Midlands, is seeking an Investment Advisor as part of the Wealth Management team. The role focuses on learning, client support, and adapting to evolving responsibilities while you develop professional skills.

You will study and complete the CISI Masters in Wealth Management within 36 months, work to build commercial awareness, and contribute to delivering value for clients. The permanent, full-time position offers a salary in the $20,000–$30,000 range with

Qualifications

• Evidence of leadership skills, possibly shown through sport or responsibilities.
• Strong written and verbal communication abilities.
• Understanding of the financial services sector and markets.
• High attention to detail and accuracy is essential.

Responsibilities

• Support the branch/desk and adapt to changing duties over time.
• Develop commercial awareness and contribute to business growth.
• Learn and understand systems and processes used by the department.
• Study and complete the CISI Masters in Wealth Management within 36 months.

Skills

Leadership

Communication

Financial services understanding

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.