Investment Advisor Trainee — Wealth Management Path

Gladsoftit

Birmingham

On-site

GBP 20,000 - 30,000

Full time

14 days+
Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

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 Marketing & Wealth Advisor
Investment Marketing & Wealth Advisor

Ilaria Cinotto • Birmingham

On-site
GBP 25,000 - 35,000
Investment Advisor
Investment Advisor

Gladsoftit • Birmingham

On-site
GBP 25,000 - 35,000
Investment Advisor
Investment Advisor

Ilaria Cinotto • Birmingham

On-site
GBP 25,000 - 35,000
Marketing Advisor
Marketing Advisor

Gladsoftit • Birmingham

On-site
GBP 25,000 - 35,000
Finance Advisor
Finance Advisor

Gladsoftit • Birmingham

On-site
GBP 20,000 - 30,000
Marketing Advisor
Marketing Advisor

Ilaria Cinotto • Birmingham

On-site
GBP 25,000 - 35,000
Financial Advisor Trainee
Financial Advisor Trainee

RecruitUK • Wolverhampton

On-site
GBP 29,000 - 35,000
Basic salary up to £35,000
Quarterly bonuses
Parking available
+1