At a Glance
- Tasks: Support and assist in investment strategies while gaining hands-on experience.
- Company: Dynamic financial firm focused on growth and innovation.
- Benefits: Competitive salary, professional training, and career advancement opportunities.
- Other info: Opportunity to complete CISI Masters in Wealth Management within 30 months.
- Why this job: Join a team where you can learn and make a real impact in finance.
- Qualifications: Leadership skills, strong communication, and a keen interest in finance.
The predicted salary is between 31500 - 38500 £ 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.
We employ a long-established strategy of operationally intensive, sector-focused investing across all of our markets globally. We seek to invest in well-positioned companies with operational and strategic improvement potential and partner with management teams to create value by driving revenue and earnings growth.
Investment Advisor in Birmingham employer: Ilaria Cinotto
As an Investment Advisor with us in Birmingham, you will thrive in a dynamic work culture that prioritises professional growth and development. We offer comprehensive training, including the opportunity to complete the CISI Masters in Wealth Management, alongside a supportive team environment that encourages proactive learning and adaptation. With competitive salaries and a commitment to sector-focused investing, we empower our employees to drive meaningful change and achieve their career aspirations.
