Graduate Wealth Management Advisor - Entry Level

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

Job summary

A financial services company is seeking a Graduate Financial Services Advisor in Liverpool. This entry-level position offers extensive training and support for candidates keen to advance in the Wealth Management industry. Applicants should have strong communication skills, a degree in a related field, and a passion for finance. Benefits include competitive salary, bonus potential, and opportunities for career advancement within an encouraging environment.

Benefits

Competitive basic salary

Bonus opportunities

Outstanding training and development

Full training and support

No earnings restrictions

Friendly work environment

Regular staff events

25 days holiday

Cycle to work scheme

Qualifications

• Previous experience in a client-facing or consultative role is valued.
• A strong interest in financial services and wealth management is essential.

Responsibilities

• Act as the initial point of contact for new clients seeking guidance about wealth/pensions.
• Provide critical services via phone and email.
• Support clients in developing their understanding of financial matters.

Skills

Outstanding customer service

Effective communication

Engagement with clients

Education

Degree in Economics, Wealth Management, Finance, Business, or Investments

Job description

A financial services company is seeking a Graduate Financial Services Advisor in Liverpool. This entry-level position offers extensive training and support for candidates keen to advance in the Wealth Management industry. Applicants should have strong communication skills, a degree in a related field, and a passion for finance. Benefits include competitive salary, bonus potential, and opportunities for career advancement within an encouraging environment.