Wealth Management Advisor Position
3 days ago
Okailgroup invites applications for the Investment Advisors role, offering a dynamic and challenging environment for career growth and development.
This position involves providing support and assistance to the branch/desk, with duties and responsibilities evolving over time. You are expected to adapt to these changes and utilize your learning to deliver professional support to clients.
Location: The role is based in Birmingham, West Midlands.
Salary: $28,000 - $38,000 per annum. This salary estimate takes into account the location and industry standards.
Type: A permanent, full-time position that offers opportunities for professional growth and development.
Job Description- Candidates will possess a proactive and independent approach, particularly when studying and building commercial awareness.
- They will contribute as effective and willing team members.
- Learn and understand the systems and processes associated with Okailgroup.
- Gain knowledge and understanding of the products and services provided to clients.
- Pursue and successfully complete the CISI Masters in Wealth Management within the designated timeframe.
- Evidence of leadership skills, possibly demonstrated through sporting achievements or responsibilities.
- Strong written and verbal communication skills.
- An understanding or interest in the financial services sector.
- A high level of attention to detail and accuracy is essential.
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