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Financial Services Advisor

2 months ago

Birmingham, Birmingham, United Kingdom Blessinginvestment Full time

About the Role

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

As an Investment Advisor, you will provide support and assistance to the team, but duties and responsibilities will change over time. You are expected to adapt to these changing responsibilities and to use them in learning as well as to provide professional support to those using the department's resources.

Key Areas of Responsibility

  • Successful applicants will possess a proactive and sometimes independent approach, particularly when it comes to studying and building commercial awareness, which requires both self-motivation and commitment.
  • To become an effective and willing team member, you will need to demonstrate strong communication skills, both written and verbal.
  • To learn and understand the systems and processes associated with Blessinginvestment.
  • To learn and understand the products and services we provide to our clients.
  • To study and successfully complete the CISI Masters in Wealth Management within the remaining period.

Required Skills

  • Evidence of leadership skills, possibly seen with sporting achievements or responsibilities.
  • A very high level of attention to detail and accuracy is vital.
  • Understanding/interest in the financial services sector.