Investment Advisor: Wealth Management Trainee in Birmingham

Investment Advisor: Wealth Management Trainee in Birmingham

Birmingham Trainee 31500 - 38500 Β£ / year (est.) On-site
Ilaria Cinotto

At a Glance

  • Tasks: Support the branch while developing expertise in financial services and client success.
  • Company: Dynamic wealth management firm in Birmingham with a focus on professional growth.
  • Benefits: Permanent position, competitive salary, and opportunity to gain CISI Masters in Wealth Management.
  • Other info: Collaborative team environment with excellent career development opportunities.
  • Why this job: Kickstart your career in finance and make a real impact on clients' financial futures.
  • Qualifications: Passion for finance and eagerness to learn about wealth management.

The predicted salary is between 31500 - 38500 Β£ per year.

The Investment Advisor role in Birmingham is a permanent, full-time position that supports the branch while developing professional expertise in financial services.

You will adapt to evolving responsibilities, build commercial awareness, and learn to use department resources effectively.

You will work toward completing the CISI Masters in Wealth Management within 30 months, gaining exposure to our products and services and collaborating with the team for client success.

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Investment Advisor: Wealth Management Trainee in Birmingham employer: Ilaria Cinotto

As an Investment Advisor in Birmingham, you will join a dynamic team that prioritises professional development and client success. Our supportive work culture fosters collaboration and innovation, while the opportunity to complete the CISI Masters in Wealth Management within 30 months ensures your growth in the financial services sector. With a focus on employee well-being and a commitment to excellence, we offer a rewarding environment for those seeking meaningful careers.

Ilaria Cinotto

Contact Details:

Ilaria Cinotto Recruitment Team

We think you need these skills to ace Investment Advisor: Wealth Management Trainee in Birmingham

Financial Services Knowledge
Commercial Awareness
Adaptability
Team Collaboration
Client Relationship Management
CISI Masters in Wealth Management
Resource Management