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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,…
    • Previous financial services administration experience.
    • Motivated to develop within financial services.
    • This role would suit someone with IFA, wealth management…
    • Making sure suitable recommendations are always made and propose financial solutions that meet each client's goals and objectives.
    • You thrive on delivering exceptional customer service and building lasting relationships.
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    • Win new clients through your professional network (accountants, solicitors, corporate advisers) and Quilter referrals, converting enquiries into new…
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    • Mortgage Enquiries provided - to help build your business.
    • 1-2-1 Marketing Support - covering both on and offline activities including launch marketing…
    • Manage complex financial services administration cases from start to finish.
    • Experience using provider platforms and financial services back-office systems.
    • Recommend financial services to clients.
    • Answer questions regarding financial products and services.
    • Confer with clients to discuss financial problems or needs.
    • Working closely with Financial Advisers, you'll play an important role in delivering high-quality financial planning advice to clients.
    • Our best performers have come from a wide range of industries, such as travel, financial services, car sales, recruitment, media sales etc.
    • 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.
    • Supporting the onboarding and ongoing review of financial advisers and investment providers.
    • Managing adviser changes, invoices and information requests.
    • This is a genuinely commercial role, working closely with Sales, Commercial, Operations and senior stakeholders across the business.
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    • Prior paraplanning experience within a financial advice firm.
    • Querying and challenging advisers' proposed recommendations where necessary.
    • Liaise with support administrators and fellow advisers to maintain strong client experience.
    • Commission splits- Up to 15% on Banked income, 30% on self…

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Graduate Financial Services Advisor
Search Consultancy
·
3.4
Liverpool
Permanent
Apply now

Job details

Here’s how the job details align with your profile.

Job type

Permanent

Shift and schedule

Monday to Friday

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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