Financial Services Consultant
6 days ago
About the Role:
The aim of the Investment Advisor scheme is to provide candidates with a comprehensive range of experience and training in the financial services sector.
As a Financial Services Consultant, you will provide support and assistance to the team, 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 Responsibilities:
- Possess a proactive and independent approach, particularly when it comes to studying and building commercial awareness, which requires both self-motivation and commitment.
- Become an effective and willing team member, contributing to the success of the Okailgroup team.
- Learn and understand the systems and processes associated with the financial services industry.
- Learn and understand the products and services we provide to our clients, including investment and wealth management solutions.
- 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.
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