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Graduate Financial Services Advisor

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Posted 19 hours ago, valid for 22 days
Location

Liverpool, Merseyside L2 2DP, England

Salary

£24,000 - £28,800 per year

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Contract type

Full Time

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Sonic Summary

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  • The Graduate Financial Services Advisor position is located in Liverpool City Centre and offers a competitive salary with excellent benefits and progression opportunities.
  • This entry-level role requires candidates to have previous experience in a client-facing or consultative role, or to be graduates with a relevant degree.
  • Successful applicants will be the initial point of contact for new clients seeking guidance on wealth and pensions, primarily through phone and email communication.
  • The role encourages personal development through training and support for industry qualifications, with no restrictions on earnings potential.
  • Candidates should possess strong communication skills and a keen interest in financial services, as well as a desire to advance their careers in this field.

Graduate Financial Services Advisor

  • Liverpool City Centre
  • Monday to Friday, 9am - 5pm
  • Competitive salary w/ excellent benefits + progression opportunities

This 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 (url removed)

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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By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.