Investment Advisor

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

Job summary

The Investment Advisor role in Birmingham is a permanent, full-time position that supports the branch while developing professional expertise in financial services. You will adapt to evolving responsibilities, build commercial awareness, and learn to use department resources effectively.

You will work toward completing the CISI Masters in Wealth Management within 30 months, gaining exposure to our products and services and collaborating with the team for client success.

Qualifications

• Leadership skills demonstrated via sports or responsibilities.
• Excellent written and verbal communication.
• Interest in financial services sector and markets.

Responsibilities

• Adapt to changing responsibilities and learn on the job.
• Provide professional support to branch and clients.
• Study and complete CISI Masters in Wealth Management within 36 months.
• Learn systems and processes for the firm’s products and services.

Skills

Leadership skills

Strong communication

Financial services interest

Attention to detail

Proactive / independent

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

$25000 - $35000 per annum

Permanent, Full-time

21 Applicantions

Key Areas of Responsibaility

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.

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.

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“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.