Graduate Financial Services Advisor

Search Consultancy LTD; Liverpool City Region; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm located in Liverpool City Centre is seeking a Graduate Financial Services Advisor. This exciting entry-level position requires outstanding customer service and communication skills, offering a pathway into the wealth management industry. The role involves advising new clients on their wealth and pensions, providing training for industry qualifications, and supporting personal development. Competitive salary and excellent benefits are included. Interested candidates should apply by emailing their CV.

Benefits

Competitive salary

Bonus opportunities

Training and development

25 days holiday

Cycle to work scheme

Friendly work environment

Regular staff events

Qualifications

• Previous experience in a client-facing or consultative role is preferred.
• Strong communication skills are essential.
• A keen interest in financial services is important.

Responsibilities

• Provide guidance or advice to clients regarding their wealth.
• Act as the initial point of contact for new clients.
• Engage with clients effectively through phone and email.

Skills

Customer service skills

Communication skills

Client engagement

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.

Benefits

• 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.