Graduate Financial Services Advisor

Search Consultancy LTD; Liverpool; On-site; GBP 22,000 - 26,000; Full time

Benefits offered by this job

25 days holiday

Cycle to work scheme

Training & study support

Job summary

Search Consultancy LTD in Liverpool is seeking a Graduate Financial Services Advisor to act as the first point of contact for new clients seeking wealth and pensions guidance. The role offers training, development, and progression within a supportive office environment.

The position welcomes graduates with strong communication and a keen interest in financial services, with the opportunity to grow through industry qualifications and on-the-job training.

Qualifications

• Strong customer service and communication skills
• Degree in Economics, Wealth Management, Finance, Business, or Investments
• Interest in financial services and wealth management

Responsibilities

• Serve as the initial contact for new clients seeking wealth/pensions guidance via phone or email
• Provide clear guidance and support to clients on financial services topics
• Support onboarding and ongoing client relationships with professional communication

Skills

Customer service

Communication

Education

Degree in Economics/Finance/Wealth Management

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!

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.