Graduate Financial Services Opportunity

Search; Liverpool; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading company in Liverpool offers an exciting entry-level opportunity in Financial Services. This role focuses on client interactions and provides a pathway for career advancement through training and industry qualifications. The company promotes a supportive environment with excellent benefits and progression opportunities.

Benefits

Competitive salary with bonus opportunities

Outstanding training and development opportunities

25 days holiday

Cycle to work scheme

Regular staff events

Friendly office atmosphere

Qualifications

• Candidates with experience in banking, insurance, or similar roles are considered.
• Graduates with relatable degrees are encouraged to apply.

Responsibilities

• Provide guidance and advice to new clients regarding wealth and pensions.
• Serve as the initial point of contact for client inquiries.

Skills

Customer Service

Communication

Education

Degree in Economics

Degree in Wealth Management

Degree in Finance

Degree in Business

Degree in Investments

Job description

Graduate Financial Services Opportunity

• 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.