In brief
This graduate financial services advisor role supports new clients seeking wealth and pension guidance. The work involves managing initial enquiries through phone and email to provide critical service and advice.
Best for
Graduates with degrees in finance, economics, or business seeking a career in wealth management.
Worth knowing
Earnings include a basic salary with additional performance-based bonus potential.
What you need
Required
Client-facing experience
Clearly required in the listing
Communication
Clearly required in the listing
Degree in related field
Clearly required in the listing
Interest in financial services
Clearly required in the listing
Preferred
No preferred skills or technologies were clearly stated.
Your day-to-day
Manage client enquiries
Clearly stated in the job description.
Provide financial guidance
Clearly stated in the job description.
Handle client communications
Clearly stated in the job description.
Experience expected
Level
Entry level
Based on what the listing states
Years of experience
Not stated
No clear years requirement found
Evidence from the listing
Experience level
“…, 9am - 5pm Competitive salary w/ excellent benefits + progression opportunitiesThis is an exciting entry level position for those with outstanding customer service and communication skills and a keen…”
What's on offer
Full job description (from employer)⌄
Liverpool City Centre Monday to Friday, 9am - 5pm Competitive salary w/ excellent benefits + progression opportunitiesThis is an exciting entry level position for those with outstanding customer service and communication skills and a keen interest in developing their career within the Wealth Management industry. Successful applicants given the opportunity to progress within the sector through training and study support for industry relevant qualifications. About the role: The role would involve providing a critical service and being the initial point of contact for new clients seeking guidance or advice regarding their wealth/pensions both over the phone or through email. The role is varied, interesting, professionally and financially rewarding and offers an introduction to a meaningful career where personal development is highly encouraged. Experience and Qualifications: We welcome applications from candidates with: Previous experience in a client-facing or consultative role (e.g., banking, insurance, customer service). Graduates with a degree in a related field such as Economics, Wealth Management, Finance, Business, or Investments who are eager to advance their careers in financial services. Strong communication skills and the ability to engage with clients effectively. A keen interest in financial services and wealth management.The benefits of this role include: A competitive basic salary with the opportunity to earn additional bonus A great office atmosphere Outstanding training and development opportunities including industry qualifications Full training and support given No restriction on earnings potential The chance to join a progressive and ever expanding firm with clear career development Work in a friendly environment with happy and loyal customers Regular staff events 25 days holiday Cycle to work scheme + much more!If this is a role that you would be interested in applying for then please email your CV to Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
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Note
We generate this analysis from the job description. The listing may have changed since then, or the analysis may not be fully accurate — always check the original posting before applying.