Investment Marketing & Wealth Advisor

Ilaria Cinotto; Birmingham; On-site; GBP 25,000 - 35,000; Full time

Job summary

The Firm, based in Birmingham, is offering an Investment Advisor trainee position designed to build experience across wealth management. You will support the branch, adapt to changing duties, and develop professional skills through structured training.

You will study the CISI Masters in Wealth Management within 36 months, gain exposure to financial products and client service, and work toward independent, proactive problem-solving in a global investing environment.

Qualifications

• Evidence of leadership skills; shown via sports or responsibilities.
• Strong written and verbal communication skills.
• Understanding and interest in financial services sector.
• Very high attention to detail and accuracy.

Responsibilities

• Demonstrate proactive, independent study and build commercial awareness.
• Become an effective and willing team member.
• Learn and understand the firm's systems and processes.
• Learn about the products and services offered to clients.
• Pursue CISI Masters in Wealth Management within 30 months.

Skills

Leadership

Communication

Financial services

Attention to detail

Job description

The Firm, based in Birmingham, is offering an Investment Advisor trainee position designed to build experience across wealth management. You will support the branch, adapt to changing duties, and develop professional skills through structured training.

You will study the CISI Masters in Wealth Management within 36 months, gain exposure to financial products and client service, and work toward independent, proactive problem-solving in a global investing environment.