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Graduate Financial Services Advisor

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Posted 2 days ago, valid for a month
Location

Liverpool, Merseyside L96GB, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Graduate Financial Services Advisor position is based in Liverpool City Centre and offers a competitive salary along with excellent benefits and opportunities for progression.
  • This entry-level role is ideal for candidates with strong customer service and communication skills, as well as a desire to advance in the Wealth Management industry.
  • Successful applicants will serve as the initial point of contact for clients seeking guidance on wealth and pensions, primarily through phone and email interactions.
  • Candidates with relevant experience in consultative roles or graduates with degrees in Economics, Finance, or related fields are encouraged to apply, although no specific years of experience are required.
  • The role includes comprehensive training, a supportive work environment, and various benefits such as 25 days of holiday and a cycle to work scheme.

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 required:

The company will consider candidates with previous experience within a relatable and consultative role (banking, insurance or similar) as well as graduates with a relatable degree (i.e. Economics, Wealth Management, Finance, Business, Investments) looking for further career advancement within a buoyant market.

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.