Graduate Financial Services Advisor

Search; Liverpool; On-site; GBP 22,000 - 27,000; Full time

Job summary

A leading financial services firm in Liverpool is seeking a Graduate Financial Services Advisor for an entry-level role. This position offers an excellent starting point for a career in Wealth Management, with extensive training, a nurturing environment, and opportunities for advancement. Applicants should possess strong customer service and communication skills.

Benefits

25 days holiday

Cycle to work scheme

Outstanding training and development opportunities

Friendly work environment

Regular staff events

Bonus potential

Qualifications

• Outstanding customer service and communication skills.
• Interest in the Wealth Management industry.
• Previous experience in banking or insurance valued but not mandatory.

Responsibilities

• Initial point of contact for new clients seeking guidance regarding their wealth/pensions.
• Provide critical services over the phone or through email.
• Participate in ongoing training and personal development.

Skills

Customer Service

Communication Skills

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 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!

If this is a role that you would be interested in applying for then please email your CV to (url removed)

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.