Investment Advisor: Wealth Management Trainee

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 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.