Wealth Management Trainee & Advisor

ValueFinity, Inc.; Birmingham; Híbrido; GBP 25 000 - 35 000; Tempo integral

Resumo da oferta

ValueFinity, Inc. in Birmingham, England, is seeking an Investment Advisor scheme participant to gain comprehensive training and experience in wealth management. You will support the branch and adapt to evolving duties as you learn.

The role emphasizes proactive study, learning the Firm's systems, and understanding the products and services we provide to clients. You will work toward completing the CISI Masters in Wealth Management within the remaining 30 months of the program.

Qualificações

• Leadership, communication, and client-facing skills are required.
• Strong attention to detail and accuracy are essential.
• Demonstrated organizational ability and teamwork.
• Interest or experience in financial services is preferred.

Responsabilidades

• Proactive and independent approach, especially in studying and building commercial awareness.
• Become an effective and willing team member.
• Learn the systems and processes of the Firm.
• Learn about the products and services offered to clients.
• Study and complete CISI Masters in Wealth Management within 30 months (36 total).

Conhecimentos

Leadership

Communication

Financial services knowledge

Attention to detail

Organization

Team player

Formação académica

CISI Masters in Wealth Management

Descrição da oferta de emprego

ValueFinity, Inc. in Birmingham, England, is seeking an Investment Advisor scheme participant to gain comprehensive training and experience in wealth management. You will support the branch and adapt to evolving duties as you learn.

The role emphasizes proactive study, learning the Firm's systems, and understanding the products and services we provide to clients. You will work toward completing the CISI Masters in Wealth Management within the remaining 30 months of the program.