Competitive Salary + Excellent Benefits + Clear Career Progression
Are you a graduate or customer-focused professional looking to build a long-term career within Wealth Management?
This is an exciting opportunity to join a highly respected financial services firm as a Graduate Financial Services Advisor (Academy Trainee). You'll receive comprehensive training, professional study support, and a structured career path designed to help you progress into a Strategic Planner role.
Whether you have experience in banking, insurance, customer service, or have recently graduated in a relevant subject, this could be the perfect first step into a rewarding and professional career within financial services.
About the Role
As an Academy Trainee, you'll join the Wealth Services team and receive full support as you work towards achieving your Level 4 Diploma in Regulated Financial Planning.
This role has been designed to develop the next generation of financial planning professionals, providing hands‑on experience, structured learning, and a clear progression pathway within the business.
You’ll gain exposure to:
- Wealth Management and Financial Planning
- Client relationship management
- Financial services administration and support
- Industry qualifications and professional development
- Long‑term career progression opportunities
What We’re Looking For
We welcome applications from:
- Graduates with degrees in Finance, Economics, Business, Wealth Management, Investments, or related disciplines.
- Candidates with experience in customer-facing, consultative, or relationship-based roles such as banking, insurance, retail, hospitality, or customer service.
- Individuals with excellent communication and interpersonal skills.
- Motivated and ambitious candidates looking to develop a career within Financial Services.
- Strong team players who are eager to learn and progress.
What’s in it for You?
- Competitive starting salary with regular increases linked to qualifications and development
- Full study support towards the Level 4 Diploma in Regulated Financial Planning
- Structured career progression pathway
- Comprehensive training and mentoring
- Friendly and supportive team environment
- Modern office in Liverpool City Centre
- 25 days annual leave plus bank holidays
- Cycle to Work Scheme
- Regular company and team social events
- Join a growing, forward-thinking organisation
- Excellent long‑term earning potential
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.
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Graduate Financial Services Opportunity in West Kirby employer: Search Consultancy Ltd
Join a leading main contractor in Kendal, where you will be part of a dynamic and supportive work environment that values reliability and hard work. With competitive pay rates and the potential for ongoing employment, this role offers not just a job but a pathway to growth within a reputable company committed to health and safety. Experience the satisfaction of contributing to high-profile projects while working alongside skilled professionals in a fast-paced setting.
