Graduate Wealth Planning Academy Trainee – Liverpool
Search Consultancy
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Benefits offered by this job
Job summary
Search Consultancy in Liverpool is seeking a Graduate Financial Services Advisor (Academy Trainee) for a Wealth Services role in Liverpool City Centre. You will join a respected financial services firm, receive comprehensive training, study support and a clear progression path toward a Strategic Planner role.
The role suits graduates from Finance, Economics or Business, or those with customer-facing experience in banking, insurance or service sectors.
Qualifications
- 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.
Responsibilities
- Join the Wealth Services team and support as you work towards achieving your Level 4 Diploma in Regulated Financial Planning.
- Assist with training, structured learning, and progression planning within the business.
- Provide administration and client service support to build strong client relationships.
- Participate in the academy culture with mentoring and performance development.
Skills
Education
Job description
Search Consultancy in Liverpool is seeking a Graduate Financial Services Advisor (Academy Trainee) for a Wealth Services role in Liverpool City Centre. You will join a respected financial services firm, receive comprehensive training, study support and a clear progression path toward a Strategic Planner role.
The role suits graduates from Finance, Economics or Business, or those with customer-facing experience in banking, insurance or service sectors.
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