Wealth Management: Entry-Level Role with Training & Growth

Search Consultancy LTD; Liverpool; On-site; GBP 18,000 - 23,000; Full time

Benefits offered by this job

25 days holiday

Cycle to work scheme

Regular staff events

Job summary

Search Consultancy LTD is offering entry-level opportunities in Liverpool City Centre. The role focuses on delivering excellent customer service and guiding new clients in wealth/pensions, via phone or email.

Demonstrated potential for progression through comprehensive training and industry qualifications. Ideal candidates have strong communication skills and a genuine interest in wealth management, with graduates in Economics/Finance/Business also considered.

Qualifications

• Outstanding customer service and communication skills.
• Interest in developing a career in Wealth Management.
• Training and study support for industry qualifications.

Responsibilities

• Act as first point of contact for new clients seeking guidance.
• Provide wealth/pensions guidance via phone or email.
• Support learning and progression through training.

Skills

Customer service

Communication

Education

Degree in Economics/Finance/Business

Job description

Search Consultancy LTD is offering entry-level opportunities in Liverpool City Centre. The role focuses on delivering excellent customer service and guiding new clients in wealth/pensions, via phone or email.

Demonstrated potential for progression through comprehensive training and industry qualifications. Ideal candidates have strong communication skills and a genuine interest in wealth management, with graduates in Economics/Finance/Business also considered.