Graduate Wealth & Pensions Advisor (Entry-Level)

Career Choices Dewis Gyrfa Ltd; Liverpool City Region; On-site; GBP 22,000 - 29,000; Full time

Benefits offered by this job

Structured training programme

Clear career progression

Office-based role

Job summary

Career Choices Dewis Gyrfa Ltd in Liverpool City Centre seeks a Graduate Financial Services Associate to start a career in wealth management. You will receive comprehensive training and a clear pathway to Paraplanning and Financial Advice, within a supportive office-based team.

This entry-level role covers pensions, investments and broader financial planning, with exposure to wealth management and financial wellbeing services.

Qualifications

• Recent graduate in Finance, Economics, Business, Accounting or related degree.
• Genuine interest in financial services and wealth management.
• Excellent communication and numerical aptitude.
• Willingness to learn and develop professional skills.

Responsibilities

• Be the first point of contact for clients seeking guidance.
• Assist advisers with diary management and client administration.
• Support clients with pensions, investments and wealth planning queries.
• Maintain accurate client records and documentation.
• Engage in financial education sessions and seminars.

Skills

Excellent communication

Analytical and numerate

Organisational skills

Team player

Education

Finance, Economics, Business, Accounting or related degree

Tools

Microsoft Word

Excel

Job description

Career Choices Dewis Gyrfa Ltd in Liverpool City Centre seeks a Graduate Financial Services Associate to start a career in wealth management. You will receive comprehensive training and a clear pathway to Paraplanning and Financial Advice, within a supportive office-based team.

This entry-level role covers pensions, investments and broader financial planning, with exposure to wealth management and financial wellbeing services.