Wealth Management Academy Trainee – Graduate Advisor

Search Consultancy LTD; West Kirby; On-site; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Cycle to Work Scheme

25 days annual leave + bank holidays

Modern Liverpool City Centre office

Training & mentoring

Job summary

Search Consultancy LTD in Liverpool City Centre is recruiting a Graduate Financial Services Advisor (Academy Trainee) to join the Wealth Services team. You will receive full training, study support, and a clear path towards a Strategic Planner role.

Whether you have banking, insurance, customer service experience or recently graduated, this role offers hands-on experience, structured learning, and long-term progression within financial services.

Qualifications

• Graduates with degrees in Finance, Economics, Business, Wealth Management, Investments, or related disciplines.
• Experience in customer-facing, consultative, or relationship-based roles is welcome.
• Excellent communication and interpersonal skills required.

Responsibilities

• Gain exposure to Wealth Management and Financial Planning.
• Support client relationship management activities.
• Assist with financial services administration and documentation.
• Pursue industry qualifications and professional development.
• Contribute to long-term career progression within the business.

Skills

Communication skills

Customer focus

Team player

Education

Finance degree

Business degree

Job description

Search Consultancy LTD in Liverpool City Centre is recruiting a Graduate Financial Services Advisor (Academy Trainee) to join the Wealth Services team. You will receive full training, study support, and a clear path towards a Strategic Planner role.

Whether you have banking, insurance, customer service experience or recently graduated, this role offers hands-on experience, structured learning, and long-term progression within financial services.