Graduate Financial Services Opportunity

Search; Liverpool City Region; On-site; GBP 25,000 - 35,000; Full time

Job summary

Search propose un poste d'entrée passionnant dans l'industrie de la gestion de patrimoine, offrant des perspectives de développement de carrière à travers une formation et un soutien aux qualifications. Ce rôle implique de fournir un service essentiel aux nouveaux clients et d'encourager le développement personnel dans un environnement dynamique et amical.

Benefits

Environnement de bureau agréable

Opportunités de formation et de développement

Pas de restriction sur le potentiel de gains

Événements réguliers pour le personnel

25 jours de congés

Programme de vélo au travail

Qualifications

• Les candidats avec une expérience en banque ou en assurance sont considérés.
• Diplômés cherchant à progresser dans un marché porteur sont également encouragés.

Responsibilities

• Fournir un service critique en tant que point de contact initial pour les nouveaux clients.
• Offrir des conseils sur la gestion de patrimoine et les pensions.

Skills

Service client

Compétences en communication

Education

Diplôme en économie, gestion de patrimoine, finance ou similaire

Job description

• 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.