Investment Advisor Trainee — Wealth Management Path

Gladsoftit

Birmingham

On-site

GBP 20,000 - 30,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Gladsoftit is looking for an Investment Advisor in Birmingham. This full-time, permanent role involves supporting the branch and adapting to various responsibilities over time. You'll need strong communication skills and a keen interest in financial services.

Successful candidates will be required to complete the CISI Masters in Wealth Management.

The salary for this role ranges from £20,000 to £30,000 per annum.

Qualifications

  • Evidence of leadership skills through achievements or responsibilities.
  • Strong verbal and written communication skills.
  • Interest in the financial services sector.
  • Attention to detail and accuracy is essential.

Responsibilities

  • Support and assist the branch/desk with varying duties.
  • Adapt to changing responsibilities as needed.
  • Provide professional support using department resources.
  • Study and complete the CISI Masters in Wealth Management.

Skills

Leadership skills
Strong communication skills
Attention to detail
Understanding of financial services

Job description

Gladsoftit is looking for an Investment Advisor in Birmingham. This full-time, permanent role involves supporting the branch and adapting to various responsibilities over time. You'll need strong communication skills and a keen interest in financial services.

Successful candidates will be required to complete the CISI Masters in Wealth Management.

The salary for this role ranges from £20,000 to £30,000 per annum.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Aspiring Wealth Manager | CISI Masters Track
Aspiring Wealth Manager | CISI Masters Track

Gladsoftit • Birmingham

On-site
GBP 25,000 - 35,000
Wealth Management Marketing Associate
Wealth Management Marketing Associate

Gladsoftit • Birmingham

On-site
GBP 25,000 - 35,000
Investment Advisor: Wealth Management Trainee
Investment Advisor: Wealth Management Trainee

Ilaria Cinotto • Birmingham

On-site
GBP 25,000 - 35,000
Investment Advisory Trainee — Learn Wealth Management
Investment Advisory Trainee — Learn Wealth Management

ValueFinity, Inc. • Birmingham

Hybrid
GBP 15,000 - 23,000
Investment Advisor Trainee — Wealth Management
Investment Advisor Trainee — Wealth Management

Adun Group • Birmingham

Hybrid
GBP 15,000 - 23,000
Investment Marketing & Wealth Advisor
Investment Marketing & Wealth Advisor

Ilaria Cinotto • Birmingham

On-site
GBP 25,000 - 35,000
Aspiring Wealth Marketing & Advisory Associate
Aspiring Wealth Marketing & Advisory Associate

ValueFinity, Inc. • Birmingham

Hybrid
GBP 25,000 - 35,000
Wealth Management Associate - Investment Advisor Track
Wealth Management Associate - Investment Advisor Track

Adun Group • Birmingham

Hybrid
GBP 19,000 - 26,000
Investment Advisor
Investment Advisor

Gladsoftit • Birmingham

On-site
GBP 25,000 - 35,000
Wealth Management Trainee & Advisor
Wealth Management Trainee & Advisor

ValueFinity, Inc. • Birmingham

Hybrid
GBP 25,000 - 35,000