Investment Advisory Specialist

6 days ago


Birmingham, Birmingham, United Kingdom Okailgroup Full time
Financial Services Career Opportunity:
The Okailgroup Investment Advisor scheme offers an exciting opportunity for candidates to develop their skills and knowledge in the financial services sector. As an Investment Advisor, you will play a vital role in supporting the team and adapting to changing responsibilities, while also gaining valuable experience and training.

About the Role:
This position involves providing support and assistance to the team, while also taking on new challenges and responsibilities. You will be expected to learn and understand the systems and processes associated with The Firm, as well as our products and services provided to clients.

Responsibilities:
  1. Support the team in achieving common goals.
  2. Take on new challenges and responsibilities.
  3. Learn and understand the systems and processes associated with The Firm.
  4. Provide support and assistance to clients in relation to our products and services.

Skills and Qualifications:
  1. Evidence of leadership skills, possibly seen with sporting achievements or responsibilities.
  2. Strong communication skills - both written and verbal.
  3. Understanding/interest in the financial services sector.


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