Investment Advisor Trainee — Wealth Management

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

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