Investment Advisor in Birmingham

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.

“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.”