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- Tasks: Provide exceptional customer service and guidance to clients about their wealth and pensions.
- Company: Dynamic financial services firm in Liverpool City Centre with a focus on career growth.
- Benefits: Competitive salary, bonuses, 25 days holiday, and a supportive work environment.
- Why this job: Kickstart your career in Wealth Management with excellent training and progression opportunities.
- Qualifications: Customer service skills; graduates in relevant fields are encouraged to apply.
- Other info: Join a friendly team with regular staff events and a cycle to work scheme.
The predicted salary is between 28800 - 43200 £ per year.
Entry Level Financial Services Opportunities in Liverpool City Centre, Monday to Friday, 9am - 5pm.
Competitive salary with excellent benefits and 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 will have the opportunity to progress within the sector through training and study support for industry relevant qualifications.
About the role: The role involves 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 and 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, please email your CV to adam.molyneux@search.co.uk.
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.
Entry Level Financial Services Opportunity employer: Search Consultancy Ltd
Contact Detail:
Search Consultancy Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Entry Level Financial Services Opportunity
✨Tip Number 1
Network like a pro! Reach out to friends, family, or even acquaintances who work in financial services. They might have insider info on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and the role. Know what they do and how you can contribute. This shows you're genuinely interested and ready to hit the ground running!
✨Tip Number 3
Practice your communication skills. Since this role involves client interaction, being able to articulate your thoughts clearly is key. Try mock interviews with friends or use online resources to sharpen your skills.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Entry Level Financial Services Opportunity
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight any customer service roles or relevant studies to show us you're a great fit for this entry-level position.
Craft a Catchy Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the Wealth Management industry. Let us know why you’re excited about the opportunity and how you can contribute to our team.
Be Clear and Concise: When writing your application, keep it straightforward. We appreciate clarity, so avoid jargon and get straight to the point about your qualifications and interest in the role.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Search Consultancy Ltd
✨Know Your Stuff
Before the interview, make sure you research the company and the Wealth Management industry. Understand their services, values, and recent news. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Show Off Your Communication Skills
Since this role involves being the first point of contact for clients, practice articulating your thoughts clearly. You might want to prepare a few examples of how you've successfully communicated with customers in the past, whether through phone or email.
✨Dress to Impress
Even though it’s an entry-level position, first impressions matter! Dress smartly and professionally to convey that you take the opportunity seriously. A polished appearance can boost your confidence too!
✨Ask Thoughtful Questions
Prepare a few insightful questions to ask at the end of the interview. This could be about the training opportunities or the company culture. It shows that you’re engaged and thinking about your future within the company.
