Graduate Financial Services Opportunity in Liverpool

Graduate Financial Services Opportunity in Liverpool

Liverpool Full-Time On-site
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Graduate Financial Services Opportunity

  • Liverpool City Centre
  • Monday to Friday, 9:00am - 5:00pm
  • 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

  • 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 environmentModern 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 Liverpool employer: Search Consultancy

Search Consultancy is an excellent employer, offering competitive hourly rates and weekly pay for the Finishing Groundworker role in Cheadle. Our work culture prioritises safety and collaboration, ensuring that employees thrive in a supportive environment while contributing to high-quality projects. With ongoing work opportunities and a commitment to employee growth, we provide a rewarding experience for those looking to advance their careers in construction.

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Contact Details:

Search Consultancy Recruitment Team