Graduate Wealth Management Advisor: Training & Progression

Search Consultancy LTD; Liverpool; On-site; GBP 22,000 - 26,000; Full time

Benefits offered by this job

25 days holiday

Cycle to work scheme

Training & study support

Job summary

Search Consultancy LTD in Liverpool is seeking a Graduate Financial Services Advisor to act as the first point of contact for new clients seeking wealth and pensions guidance. The role offers training, development, and progression within a supportive office environment.

The position welcomes graduates with strong communication and a keen interest in financial services, with the opportunity to grow through industry qualifications and on-the-job training.

Qualifications

• Strong customer service and communication skills
• Degree in Economics, Wealth Management, Finance, Business, or Investments
• Interest in financial services and wealth management

Responsibilities

• Serve as the initial contact for new clients seeking wealth/pensions guidance via phone or email
• Provide clear guidance and support to clients on financial services topics
• Support onboarding and ongoing client relationships with professional communication

Skills

Customer service

Communication

Education

Degree in Economics/Finance/Wealth Management

Job description

Search Consultancy LTD in Liverpool is seeking a Graduate Financial Services Advisor to act as the first point of contact for new clients seeking wealth and pensions guidance. The role offers training, development, and progression within a supportive office environment.

The position welcomes graduates with strong communication and a keen interest in financial services, with the opportunity to grow through industry qualifications and on-the-job training.