Marketing Advisor

Ilaria Cinotto; Birmingham; Vor Ort; GBP 25.000 - 35.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Leadership

Communication

Financial services

Attention to detail

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 Responsibaility

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.

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.

All the widgets have the multilingual capabilities!

“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.