At a Glance
- Tasks: Support and assist in financial services while gaining valuable experience and training.
- Company: Dynamic firm in Birmingham focused on professional growth.
- Benefits: Competitive salary, full-time role, and opportunity for professional qualifications.
- Other info: Opportunity to complete CISI Masters in Wealth Management within 30 months.
- Why this job: Join a team where you can learn, grow, and make a real impact in finance.
- Qualifications: Leadership skills, strong communication, and interest in financial services.
The predicted salary is between 20000 - 30000 £ per year.
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 to 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.
Key Areas of Responsibility:
- Successful applicants will possess a proactive and sometimes independent approach, particularly when it comes to studying and building commercial awareness, which requires both 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 services 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.
- A thorough, up to date knowledge of all aspects of government rules and regulations pertaining to superannuation and investments.
Finance Advisor in Birmingham employer: Gladsoftit
As a Finance Advisor with us in Birmingham, you will be part of a dynamic team that values professional growth and development. We offer a supportive work culture where continuous learning is encouraged, alongside competitive salaries and the opportunity to gain qualifications such as the CISI Masters in Wealth Management. Join us to not only advance your career but also to make a meaningful impact in the financial services sector.
