Financial Services Professional

1 month ago


Birmingham, Birmingham, United Kingdom Okailgroup Full time

The Investment Advisor scheme at Okailgroup aims to provide candidates with a comprehensive range of experience and training in the financial services sector.

As a key member of our team, you will provide support and assistance to our branch/desk, adapting to changing responsibilities and using them to provide professional support to our clients.

Key Areas of Responsibility:

  1. Develop a proactive and independent approach to studying and building commercial awareness, requiring self-motivation and commitment.
  2. Become an effective and willing team member, contributing to the success of our team.
  3. Learn and understand the systems and processes associated with Okailgroup.
  4. Gain knowledge and understanding of the products and services we provide to our clients.
  5. Study and successfully complete the CISI Masters in Wealth Management within the required timeframe.

Required Skills:

  1. Evidence of leadership skills, possibly seen in sporting achievements or responsibilities.
  2. Strong communication skills - both written and verbal.
  3. Understanding and interest in the financial services sector.
  4. A high level of attention to detail and accuracy is essential.


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