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Financial Advisor

2 months ago

Birmingham, Birmingham, United Kingdom Okailgroup Full time

The investment advisor role at Okailgroup is a chance to develop a comprehensive range of experience and training in the financial services sector.

In this position, you will provide support and assistance to the team while adapting to changing responsibilities and using them to enhance your professional growth.

Key Areas of Responsibility:

  1. Develop a proactive and independent approach to studying and building commercial awareness.
  2. Work effectively as a team member and learn the systems and processes associated with our company.
  3. Study and successfully complete the CISI Masters in Wealth Management within the designated timeframe.

Required Skills:

  1. Show evidence of leadership skills, such as sporting achievements or responsibilities.
  2. Communicate effectively through strong written and verbal skills.
  3. Show an understanding or interest in the financial services sector.
  4. Demonstrate a high level of attention to detail and accuracy.