Graduate Wealth Advisor - Training & Career Growth

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

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.