Marketing Advisor

Adun Group; Birmingham; Hybrid; GBP 19,000 - 26,000; Full time

Job summary

Adun Group in Birmingham is seeking a motivated Investment Advisor as part of a structured training scheme. You will support the branch while gaining exposure to wealth management and financial services.

The role emphasises independent study, learning the systems and processes, and completing the CISI Masters in Wealth Management within 36 months. Permanent, full-time position with a salary in the 25k–35k range.

Qualifications

• Leadership demonstrated via sports or responsibilities.
• Strong written and verbal communication.
• Understanding/interest in the financial services sector.
• A very high level of attention to detail and accuracy is vital.
• Organized and efficient.

Responsibilities

• Develop proactive, independent approach to studying and build commercial awareness.
• 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).

Skills

Leadership

Communication

Financial services understanding

Attention to detail

Organized

Team player

Education

CISI Masters in Wealth Management

Job description

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

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.

Organized and efficient.

Strong team player.

We employ a long-established strategy of operationally intensive, sector-focused investing across all of our markets globally. We seek to invest in well-positioned companies with operational and strategic improvement potential and partner with management teams to create value by driving revenue and earnings growth.

“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.