Investment Advisory Professional

3 weeks ago


Birmingham, Birmingham, United Kingdom Okailgroup Full time

About the Role:

As a Investment Advisory Professional at Okailgroup, you will play a key role in providing support and assistance to our branch/desk. This will involve adapting to changing responsibilities and using them as opportunities for learning and professional growth.

The ideal candidate will have a strong understanding of the financial services sector and be able to learn and understand our products and services. You will also need to possess a proactive and independent approach, with strong leadership skills and excellent communication abilities.

In this role, you will work effectively as part of a team, demonstrating a high level of attention to detail and accuracy. You will also be required to study and successfully complete the CISI Masters in Wealth Management within a specified time frame.

Responsibilities:

  1. Provide support and assistance to the branch/desk, adapting to changing responsibilities.
  2. Use responsibilities as opportunities for learning and professional growth.
  3. Work effectively as part of a team, demonstrating a high level of attention to detail and accuracy.
  4. Study and successfully complete the CISI Masters in Wealth Management within the specified timeframe.

Requirements:

  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.
  4. A very high level of attention to detail and accuracy is vital.

Salary: The salary range for this role is $20,000 - $30,000 per annum, depending on experience and qualifications.



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