Entry Level Financial Services Opportunity

Search Consultancy LTD; Liverpool; On-site; GBP 18,000 - 23,000; Full time

Benefits offered by this job

25 days holiday

Cycle to work scheme

Regular staff events

Job summary

Search Consultancy LTD is offering entry-level opportunities in Liverpool City Centre. The role focuses on delivering excellent customer service and guiding new clients in wealth/pensions, via phone or email.

Demonstrated potential for progression through comprehensive training and industry qualifications. Ideal candidates have strong communication skills and a genuine interest in wealth management, with graduates in Economics/Finance/Business also considered.

Qualifications

• Outstanding customer service and communication skills.
• Interest in developing a career in Wealth Management.
• Training and study support for industry qualifications.

Responsibilities

• Act as first point of contact for new clients seeking guidance.
• Provide wealth/pensions guidance via phone or email.
• Support learning and progression through training.

Skills

Customer service

Communication

Education

Degree in Economics/Finance/Business

Job description

Entry Level Financial Services Opportunities

• Liverpool City Centre
• Monday to Friday, 9am - 5pm
• Competitive salary w/ excellent benefits + progression opportunities

This is an exciting entry level position for those with outstanding customer service and communication skills and a keen interest in developing their career within the Wealth Management industry. Successful applicants given the opportunity to progress within the sector through training and study support for industry relevant qualifications.

About the role:

The role would involve providing a critical service and being the initial point of contact for new clients seeking guidance or advice regarding their wealth/pensions both over the phone or through email. The role is varied, interesting, professionally and financially rewarding and offers an introduction to a meaningful career where personal development is highly encouraged.

Experience required:

The company will consider candidates with previous experience within a relatable and consultative role (banking, insurance or similar) as well as graduates with a relatable degree (i.e. Economics, Wealth Management, Finance, Business, Investments) looking for further career advancement within a buoyant market.

The benefits of this role include:

• A competitive basic salary with the opportunity to earn additional bonus
• A great office atmosphere
• Outstanding training and development opportunities including industry qualifications
• Full training and support given
• No restriction on earnings potential
• The chance to join a progressive and ever expanding firm with clear career development
• Work in a friendly environment with happy and loyal customers
• Regular staff events
• 25 days holiday
• Cycle to work scheme
• + much more!

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.