Graduate Financial Services Opportunity

Search Consultancy; Liverpool; On-site; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Study support towards Level 4 Diploma

Structured career progression

Comprehensive training and mentoring

Cycle to Work Scheme

25 days annual leave

Friendly and supportive team

Job summary

Search Consultancy in Liverpool is seeking a Graduate Financial Services Advisor (Academy Trainee) for a Wealth Services role in Liverpool City Centre. You will join a respected financial services firm, receive comprehensive training, study support and a clear progression path toward a Strategic Planner role.

The role suits graduates from Finance, Economics or Business, or those with customer-facing experience in banking, insurance or service sectors.

Qualifications

• Graduates with degrees in Finance, Economics, Business, Wealth Management, Investments, or related disciplines.
• Candidates with experience in customer-facing, consultative, or relationship-based roles such as banking, insurance, retail, hospitality, or customer service.
• Individuals with excellent communication and interpersonal skills.
• Motivated and ambitious candidates looking to develop a career within Financial Services.
• Strong team players who are eager to learn and progress.

Responsibilities

• Join the Wealth Services team and support as you work towards achieving your Level 4 Diploma in Regulated Financial Planning.
• Assist with training, structured learning, and progression planning within the business.
• Provide administration and client service support to build strong client relationships.
• Participate in the academy culture with mentoring and performance development.

Skills

Graduate

Customer-focused

Strong communication

Team player

Motivated and ambitious

Education

Finance/Economics/Business degree

Wealth Management related study

Job description

Graduate Financial Services Opportunity

• Liverpool City Centre
• Monday to Friday, 9:00am - 5:00pm
• Competitive Salary + Excellent Benefits + Clear Career Progression

Are you a graduate or customer-focused professional looking to build a long-term career within Wealth Management?

This is an exciting opportunity to join a highly respected financial services firm as a Graduate Financial Services Advisor (Academy Trainee). You'll receive comprehensive training, professional study support, and a structured career path designed to help you progress into a Strategic Planner role.

Whether you have experience in banking, insurance, customer service, or have recently graduated in a relevant subject, this could be the perfect first step into a rewarding and professional career within financial services.

About the Role

As an Academy Trainee, you'll join the Wealth Services team and receive full support as you work towards achieving your Level 4 Diploma in Regulated Financial Planning.

This role has been designed to develop the next generation of financial planning professionals, providing hands-on experience, structured learning, and a clear progression pathway within the business.

You’ll gain exposure to:

• Wealth Management and Financial Planning
• Client relationship management
• Financial services administration and support
• Industry qualifications and professional development
• Long-term career progression opportunities

What We’re Looking For

• Graduates with degrees in Finance, Economics, Business, Wealth Management, Investments, or related disciplines.
• Candidates with experience in customer-facing, consultative, or relationship-based roles such as banking, insurance, retail, hospitality, or customer service.
• Individuals with excellent communication and interpersonal skills.
• Motivated and ambitious candidates looking to develop a career within Financial Services.
• Strong team players who are eager to learn and progress.

What’s in it for You?

• Competitive starting salary with regular increases linked to qualifications and development
• Full study support towards the Level 4 Diploma in Regulated Financial Planning
• Structured career progression pathway
• Comprehensive training and mentoring
• Friendly and supportive team environmentModern office in Liverpool City Centre
• 25 days annual leave plus bank holidays
• Cycle to Work Scheme
• Regular company and team social events
• Join a growing, forward-thinking organisation
• Excellent long-term earning potential

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.