Graduate Financial Services Advisor

Search Consultancy; Liverpool; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services company is seeking a Graduate Financial Services Advisor in Liverpool. This entry-level position offers extensive training and support for candidates keen to advance in the Wealth Management industry. Applicants should have strong communication skills, a degree in a related field, and a passion for finance. Benefits include competitive salary, bonus potential, and opportunities for career advancement within an encouraging environment.

Benefits

Competitive basic salary

Bonus opportunities

Outstanding training and development

Full training and support

No earnings restrictions

Friendly work environment

Regular staff events

25 days holiday

Cycle to work scheme

Qualifications

• Previous experience in a client-facing or consultative role is valued.
• A strong interest in financial services and wealth management is essential.

Responsibilities

• Act as the initial point of contact for new clients seeking guidance about wealth/pensions.
• Provide critical services via phone and email.
• Support clients in developing their understanding of financial matters.

Skills

Outstanding customer service

Effective communication

Engagement with clients

Education

Degree in Economics, Wealth Management, Finance, Business, or Investments

Job description

Graduate Financial Services Advisor

• 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 and Qualifications:

We welcome applications from candidates with:

• Previous experience in a client-facing or consultative role (e.g., banking, insurance, customer service).
• Graduates with a degree in a related field such as Economics, Wealth Management, Finance, Business, or Investments who are eager to advance their careers in financial services.
• Strong communication skills and the ability to engage with clients effectively.
• A keen interest in financial services and wealth management.

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!

If this is a role that you would be interested in applying for then please email your CV to [e-mail]

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.