Graduate Wealth Management Training Scheme

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 the Diploma in Financial Planning.

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
• Assessing client suitability for various investment products
• Dealing with pension and investment reports

Desirable skills/experience:

• 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