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- Tasks: Be the first point of contact for clients seeking wealth advice via phone and email.
- Company: Dynamic financial services firm in Liverpool City Centre with a focus on growth.
- Benefits: Competitive salary, bonuses, 25 days holiday, and a vibrant office atmosphere.
- Why this job: Kickstart your career in Wealth Management with excellent training and progression opportunities.
- Qualifications: Customer service skills; graduates in Economics, Finance, or related fields are encouraged to apply.
- Other info: Join a friendly team with regular staff events and no earnings potential restrictions.
The predicted salary is between 28800 - 43200 £ per year.
Entry Level Financial Services Opportunities
Liverpool City Centre
Monday to Friday, 9am - 5pm
Competitive salary w/ excellent benefits + 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 be given 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.
Benefits
- 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 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 in Liverpool employer: Search Consultancy
Contact Detail:
Search Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Entry Level Financial Services Opportunity in Liverpool
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry on LinkedIn or at local events. We can’t stress enough how valuable personal connections can be in landing that entry-level role.
✨Tip Number 2
Prepare for those interviews! Research common questions and practice your responses. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your skills effectively.
✨Tip Number 3
Show off your enthusiasm! When you get the chance to speak with potential employers, let your passion for wealth management shine through. We want them to see how keen you are to grow and learn in this exciting field.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for fresh talent ready to dive into the world of financial services.
We think you need these skills to ace Entry Level Financial Services Opportunity in Liverpool
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 coursework to show us you're a great fit for this entry-level position.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the Wealth Management industry and explain why you want to join our team. Keep it concise but engaging!
Showcase Your Communication Skills: Since this role involves being the first point of contact for clients, it's crucial to demonstrate your communication skills. Use clear and professional language in your application to give us a taste of how you’ll interact with clients.
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
✨Know Your Stuff
Before the interview, make sure you research the company and the wealth management industry. Understand their services and how they help clients with their financial needs. This will show your genuine interest and help you answer questions more confidently.
✨Show Off Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly. You might want to prepare for common interview questions by rehearsing your answers out loud. This will help you sound more natural and engaging during the actual interview.
✨Highlight Relevant Experience
Even if you don’t have direct experience in financial services, think about any customer service roles or relevant coursework that showcases your skills. Be ready to discuss how these experiences have prepared you for this position and how you can contribute to the team.
✨Ask Thoughtful Questions
Prepare a few insightful questions to ask at the end of your interview. This could be about the training opportunities available or the company culture. It shows that you’re not just interested in the job, but also in how you can grow within the company.
