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Financial Adviser jobs in Ellesmere Port

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    • A keen interest in financial services and wealth management.
    • Graduates with a degree in a related field such as Economics, Wealth Management, Finance, Business,…
    • Working alongside financial advisors and investment managers.
    • Recent graduate with an interest in starting a career in financial services.
    • Researching financial products and constructing financial planning solutions.
    • Supporting advisers and colleagues on documentation quality and standards.
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    • Previous experience within financial services is beneficial but not essential.
    • Working alongside experienced advisers, you will gain hands-on exposure to the…
    • Delivering comprehensive administrative support to advisers and wider colleagues.
    • They specialise in providing high‑quality financial planning services to high‑…
    • You’ll be responsible for the research, scriptwriting and financial modelling behind engaging financial education content.
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    • RWinvest is a leading UK off-plan property investment company, helping clients identify and invest in high-quality buy-to-let opportunities across the UK.
    • The practice is home to five financial planners and this job sits at the technical centre of it, writing the reports and being the person the advisers come to.
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    • Manage adviser diaries and client communications.
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    • Ensuring all compliance documents on file/provided by adviser prior to submission.
    • The individual will support the Practice Manager and Partners, who advise…
    • Producing illustrations, quotations and comparisons for the advisers.
    • Exam and study support - fully funded.
    • Processing pension and investment transfers.
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    • Build confidence in sales with hands-on coaching from day one.
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    • We are pleased to be working with a Financial Planning firm based on the outskirts of Liverpool.
    • Supporting the Financial Advisors with compliance…
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    • Previous financial services administration experience within wealth management is essential.
    • Support advisers with day-to-day administration.

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Job Post Details

Graduate Financial Services Advisor - job post

Search Consultancy
3.4 out of 5 stars
Liverpool
Permanent

Job details

Job type

  • Permanent

Shift and schedule

  • Monday to Friday

Location

Liverpool

Benefits

Pulled from the full job description

  • Cycle to work scheme

Full job description

Graduate Financial Services Advisor

  • 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 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 and Qualifications:

We welcome applications from candidates with:

  • Previous experience in a client-facing or consultative role (e.g., banking, insurance, customer service).
  • Graduates with a degree in a related field such as Economics, Wealth Management, Finance, Business, or Investments who are eager to advance their careers in financial services.
  • Strong communication skills and the ability to engage with clients effectively.
  • A keen interest in financial services and wealth management.

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 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.

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