Investment Advisory Trainee — Learn Wealth Management

ValueFinity, Inc.; Birmingham; Híbrido; GBP 15 000 - 23 000; Tempo integral

Resumo da oferta

The Firm in Birmingham, West Midlands invites applications for an Investment Advisor trainee who will provide professional support to the branch while developing commercial awareness.

You will study and complete the CISI Masters in Wealth Management within the remaining 30 months, with a view to growing into a fully skilled wealth advisory professional. This permanent, full-time role offers initial training and career progression in a dynamic financial services environment.

Qualificações

• Evidence of leadership or sports leadership.
• Strong written and verbal communication skills.
• Interest or understanding of the financial services sector.
• Very high attention to detail and accuracy is vital.
• Organized and efficient; works well in a team.

Responsabilidades

• Provide proactive support to the branch/desk as the role evolves.
• Learn and understand the systems and processes of The Firm.
• Learn about the products and services offered to clients.
• Complete the CISI Masters in Wealth Management within 30 months (36 total).

Conhecimentos

Leadership skills

Strong communication

Financial services interest

Attention to detail

Organized

Team player

Formação académica

CISI Masters in Wealth Management

Descrição da oferta de emprego

The Firm in Birmingham, West Midlands invites applications for an Investment Advisor trainee who will provide professional support to the branch while developing commercial awareness.

You will study and complete the CISI Masters in Wealth Management within the remaining 30 months, with a view to growing into a fully skilled wealth advisory professional. This permanent, full-time role offers initial training and career progression in a dynamic financial services environment.