Graduate Financial Services Advisor

Search Consultancy LTD; West Kirby; On-site; GBP 22,000 - 28,000; Full time

Benefits offered by this job

25 days holiday

Cycle to work scheme

Training and study support

Job summary

Search Consultancy LTD in Liverpool City Centre is seeking a Graduate Financial Services Advisor to join our Wealth Management team. This entry-level role rewards exceptional customer service and clear communication, with training and study support to progress within the sector.

You will be the first point of contact for new clients seeking guidance on wealth and pensions, handling inquiries by phone or email.

Qualifications

• Experience in a client-facing or consultative role.
• Graduates with a related degree 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.

Responsibilities

• Be the initial point of contact for new clients seeking guidance or advice on wealth/pensions by phone or email.
• Provide guidance to clients regarding wealth management and pensions.
• Support and participate in training and study opportunities for industry qualifications.

Skills

Strong communication skills

Customer service experience

Education

Bachelor's 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

About the role

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.

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

• 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!

We welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.