Wealth Management Trainee Investment Advisor

Adun Group; Birmingham; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Adun Group is seeking an Investment Advisor trainee in Birmingham to join a structured learning program. You will support the branch, adapt to evolving duties, and build commercial awareness while progressing through the CISI Masters in Wealth Management within the next 30 months.

The role emphasizes strong communication, attention to detail, and teamwork, with a path toward professional wealth management responsibilities in a growing firm.

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.
• Organized and efficient.
• Strong team player.

Responsibilities

• Provide support and assistance to the branch/desk; adapt to changing duties and responsibilities.
• Develop commercial awareness and maintain proactive approach to study and professional learning.
• Learn and understand the systems and processes associated with The Firm and its products/services.
• Study and complete the CISI Masters in Wealth Management within the remaining 30 months (36 months total).

Skills

Leadership

Communication

Financial services

Attention to detail

Team player

Education

CISI Masters in Wealth Management

Job description

Adun Group is seeking an Investment Advisor trainee in Birmingham to join a structured learning program. You will support the branch, adapt to evolving duties, and build commercial awareness while progressing through the CISI Masters in Wealth Management within the next 30 months.

The role emphasizes strong communication, attention to detail, and teamwork, with a path toward professional wealth management responsibilities in a growing firm.