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- Tasks: Help clients with wealth and pension advice via phone and email.
- Company: Join a progressive firm in Liverpool City Centre focused on Wealth Management.
- Benefits: Enjoy a competitive salary, bonuses, 25 days holiday, and a cycle to work scheme.
- Why this job: Kickstart your career with excellent training and a supportive environment for personal growth.
- Qualifications: Open to graduates or those with relevant experience in banking or finance.
- Other info: Be part of a friendly team with regular staff events and no earnings cap.
The predicted salary is between 28800 - 48000 £ per year.
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 will have 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 us.
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.
Graduate Financial Services Advisor employer: Search
Contact Detail:
Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate Financial Services Advisor
✨Tip Number 1
Familiarise yourself with the Wealth Management industry. Read up on current trends, key players, and common financial products. This knowledge will not only help you in interviews but also show your genuine interest in the field.
✨Tip Number 2
Practice your customer service skills. Since this role involves being the first point of contact for clients, role-play scenarios with friends or family to enhance your communication and problem-solving abilities.
✨Tip Number 3
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities at StudySmarter.
✨Tip Number 4
Prepare thoughtful questions to ask during the interview. This demonstrates your enthusiasm for the role and helps you assess if the company culture aligns with your career goals, especially regarding training and progression opportunities.
We think you need these skills to ace Graduate Financial Services Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of a Graduate Financial Services Advisor. Emphasise any customer service or consultative roles you've held, as well as your degree in Economics, Finance, or related fields.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the Wealth Management industry. Mention why you're interested in this specific role and how your background makes you a suitable candidate. Be sure to express your eagerness for personal development and training opportunities.
Highlight Communication Skills: Since the role involves being the first point of contact for clients, emphasise your communication skills in both your CV and cover letter. Provide examples of how you've successfully interacted with customers or clients in previous roles.
Proofread Your Application: Before submitting your application, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services sector.
How to prepare for a job interview at Search
✨Showcase Your Customer Service Skills
As a Graduate Financial Services Advisor, you'll be the first point of contact for clients. Highlight your previous customer service experiences and how you've effectively communicated with clients in the past.
✨Demonstrate Your Interest in Wealth Management
Make sure to express your enthusiasm for the Wealth Management industry. Research current trends and be prepared to discuss why you're passionate about helping clients manage their wealth and pensions.
✨Prepare for Common Interview Questions
Anticipate questions related to your understanding of financial services, your problem-solving abilities, and how you handle difficult situations. Practising your responses can help you feel more confident during the interview.
✨Ask Insightful Questions
At the end of the interview, ask thoughtful questions about the company's training programmes, career progression opportunities, and the team culture. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
