Investment Advisor Professional Opportunity

2 days ago


Birmingham, Birmingham, United Kingdom Blessinginvestment Full time

Blessinginvestment is seeking a highly skilled Investment Advisor to join its team in Birmingham, West Midlands. As a key member of our firm, you will be responsible for providing support and assistance to clients, adapting to changing responsibilities and using them to provide professional support.

This comprehensive Investment Advisor scheme offers a range of experience and training, enabling you to develop your skills and expertise in the financial services sector. You will learn and understand systems and processes associated with The Firm, as well as products and services provided to clients.

Key Responsibilities:

  • Take a proactive and independent approach, demonstrating self-motivation and a commitment to studying and building commercial awareness.
  • Become an effective team member, working collaboratively with colleagues to achieve common goals.
  • Learn and understand systems and processes associated with The Firm, ensuring seamless integration and efficient operations.
  • Learn and understand products and services provided to clients, enabling informed decision-making and exceptional customer service.
  • Study and successfully complete the CISI Masters in Wealth Management within 30 months, enhancing your expertise and career prospects.

Requirements:

  • Demonstrate leadership skills, possibly through sporting achievements or responsibilities.
  • Display strong written and verbal communication skills, facilitating effective collaboration and stakeholder engagement.
  • Show understanding or interest in the financial services sector, staying up-to-date with industry trends and developments.
  • Demonstrate a very high level of attention to detail and accuracy, ensuring precision and quality in all aspects of work.

Location: Birmingham, West Midlands

Salary: $25,000 - $35,000 per annum

Type: Permanent, Full-time



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