Wealth Management Associate — Learn, Lead & Grow

Jnpasia; Birmingham; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Jnpasia in Birmingham, West Midlands, is recruiting an Investment Advisor for a permanent, full‑time role. The program provides a comprehensive range of experience and training within wealth management.

You will support the branch, adapt to changing duties, learn systems and products, and work toward CISI Masters in Wealth Management within 30 months. Strong leadership, communication and attention to detail are essential.

Qualifications

• 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.

Responsibilities

• Provide proactive support to the branch/desk while adapting to changing duties.
• Develop commercial awareness and self-motivation.
• Learn and understand the systems and processes associated with The Firm.
• 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 interest

Attention to detail

Education

CISI Masters in Wealth Management

Job description

Jnpasia in Birmingham, West Midlands, is recruiting an Investment Advisor for a permanent, full‑time role. The program provides a comprehensive range of experience and training within wealth management.

You will support the branch, adapt to changing duties, learn systems and products, and work toward CISI Masters in Wealth Management within 30 months. Strong leadership, communication and attention to detail are essential.