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Aspiring Wealth Marketing & Advisory Associate

Job in Birmingham, West Midlands, B1, England, UK
Listing for: ValueFinity, Inc.
Full Time position
Listed on 2026-11-02
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 25000 - 35000 GBP Yearly GBP 25000.00 35000.00 YEAR
Job Description & How to Apply Below

Value Finity, Inc. in Birmingham, West Midlands, is seeking an Investment Advisor trainee focused on wealth management. You will support the branch, adapt to evolving duties, and gain comprehensive training across systems, processes, and client products.

Successful candidates will aim to complete the CISI Masters in Wealth Management within 36 months. Strong leadership, communication, and attention to detail are essential as you become an integral part of the team.

This is a strong opportunity to take on the Aspiring Wealth Marketing & Advisory Associate role at Value Finity, Inc.

Join us at Value Finity, Inc. as our next Aspiring Wealth Marketing & Advisory Associate in Birmingham, England, United Kingdom.

We are currently recruiting a Aspiring Wealth Marketing & Advisory Associate for our team in Birmingham, England, United Kingdom.

This is a strong opening to take on the Aspiring Wealth Marketing & Advisory Associate role at Value Finity, Inc.

Position Requirements
10+ Years work experience
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