Graduate Financial Services Opportunity

Search Consultancy; West Kirby; On-site; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Cycle to Work Scheme

25 days annual leave + bank holidays

Modern Liverpool City Centre office

Training & mentoring

Job summary

Search Consultancy LTD in Liverpool City Centre is recruiting a Graduate Financial Services Advisor (Academy Trainee) to join the Wealth Services team. You will receive full training, study support, and a clear path towards a Strategic Planner role.

Whether you have banking, insurance, customer service experience or recently graduated, this role offers hands-on experience, structured learning, and long-term progression within financial services.

Qualifications

• Graduates with degrees in Finance, Economics, Business, Wealth Management, Investments, or related disciplines.
• Experience in customer-facing, consultative, or relationship-based roles is welcome.
• Excellent communication and interpersonal skills required.

Responsibilities

• Gain exposure to Wealth Management and Financial Planning.
• Support client relationship management activities.
• Assist with financial services administration and documentation.
• Pursue industry qualifications and professional development.
• Contribute to long-term career progression within the business.

Skills

Communication skills

Customer focus

Team player

Education

Finance degree

Business degree

Job description

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

We welcome applications from:

• 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 environment


• Modern 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.