Wealth Management Graduate Training Scheme

  • Ref: EHX72332
  • Industry: Financial Services
  • Location:
  • Salary:
  • Type: Permanent

About the Role

We are currently recruiting for a number of candidates to join a rapidly growing firm in Liverpool city centre. The role involves working alongside financial advisors and speaking to clients regarding their wealth/pensions. The role is a fantastic opportunity to learn, and the company will pay for relevant qualifications.

Company Benefits:

  • Clear career progression
  • Newly renovated Liverpool city centre offices
  • Competitive salary, including increases when exams are passed
  • Private Medical Insurance
  • A super friendly and supportive culture

Role responsibilities:

  • Responding to technical investment queries from clients
  • Provide administrative support
  • Guiding clients through financial decisions
  • Dealing with pension and investment reports

Desirable skills/experience:

  • Financial services experience is desirable but not essential
  • The role would suit a graduate who wants to keep learning, but they will also consider non graduates with the right attitude
  • Strong verbal communication
  • Organisational skills
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