Marketing Advisor

Gladsoftit; Birmingham; Vor Ort; GBP 25.000 - 35.000; Vollzeit

Zusammenfassung

Gladsoftit is seeking an Investment Advisor to support and assist branches in Birmingham. Successful candidates will receive comprehensive training and the opportunity to study for the CISI Masters in Wealth Management over 36 months.

The role requires a proactive and independent approach, strong communication skills, and a keen interest in the financial services sector. A competitive salary between £25,000 and £35,000 is offered for this full-time, permanent position.

Qualifikationen

• Evidence of leadership skills, possibly seen with sporting achievements or responsibilities.
• Strong communication skills - both written and verbal.
• Understanding/interest in the financial services sector.
• A very high level of attention to detail and accuracy is vital.

Aufgaben

• Provide support and assistance to the branch/desk.
• Learn and understand the systems and processes associated with The Firm.
• Study and successfully complete the CISI Masters in Wealth Management within 36 months.

Jobbeschreibung

The aim of the Investment Advisor scheme is to provide candidates with a comprehensive range of experience and training.

Investment Advisors will provide support and assistance to the branch/desk, but duties and responsibilities will change over time. You are expected adapt to these changing responsibilities and to use them in the learning as well to provide professional support to those using the department’s resources.

Birmingham, West Midlands

$25000 - $35000 per annum

Permanent, Full-time

21 Applicantions

Key Areas of Responsibility

Successful applicants will to possess a proactive and sometimes indendent approach, particularly when it comes to studying and build commercial awareness, which require bot self-motivation and commitment.

To become an effective and willing team member.

To learn and understand the systems and processes associated with The Firm.

To learn and understand about the products and service we provide to our clients

To study and successfully complete the CISI Masters in Wealth Management within the remaining 30 month period (36 months in total).

Required Skills

Evidence of leadership skills, possibly seen with sporting achievements or responsibilities.

Strong communication skills - both written and verbal.

Understanding/interest in the financial services sector.

A very high level of attention to detail and accuracy is vital.

“There are two things I look for in a financial adviser. Firstly, a thorough, up to date knowledge of all aspects of government rules and regulations pertaining to superannuation and investments.