Investment Advisor

Jnpasia; Birmingham; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Jnpasia in Birmingham, West Midlands, is recruiting an Investment Advisor for a permanent, full‑time role. The program provides a comprehensive range of experience and training within wealth management.

You will support the branch, adapt to changing duties, learn systems and products, and work toward CISI Masters in Wealth Management within 30 months. Strong leadership, communication and attention to detail are essential.

Qualifications

• 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.

Responsibilities

• Provide proactive support to the branch/desk while adapting to changing duties.
• Develop commercial awareness and self-motivation.
• Learn and understand the systems and processes associated with The Firm.
• Study and successfully complete the CISI Masters in Wealth Management within the remaining 30 month period (36 months in total).

Skills

Leadership

Communication

Financial services interest

Attention to detail

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.