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Financial Adviser jobs in Leigh

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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,…
    • Provide advisers with regular case progress updates.
    • Coordinate adviser diaries, appointments and client meetings.
    • Keep cases moving through to completion.
    • Knowledge of financial services, pension products, and financial planning principles is advantageous however not essential.
    • Proven experience delivering regulated holistic financial advice.
    • Delivering holistic, regulated financial planning advice to clients affected by life-changing…
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    • Salary Search: Financial Planner salaries in Salford
    • This is a permanent, full-time role that is mostly home-based, three to four days from home with the option of office-based working in Manchester or any of the…
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    • Please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks.
    • Building strong relationships with clients and advisers to achieve the best outcomes.
    • With a focus on delivering excellent outcomes for business owners, SMEs,…
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    • An abundance of warm inbound leads.
    • Competitive base salary with uncapped commission directly linked to the revenue you generate.
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    • Our best performers have come from a wide range of industries, such as travel, financial services, car sales, recruitment, media sales etc.
    • Recommend financial services to clients.
    • Answer questions regarding financial products and services.
    • Confer with clients to discuss financial problems or needs.
    • Due to the addition of several new contracts with wealth managers and the largest mortgage network in the UK we have seen a substantial increase in the volume…
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    • 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.
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    • An abundance of warm inbound leads.
    • Competitive base salary with uncapped commission directly linked to the revenue you generate.
    • This is a genuinely commercial role, working closely with Sales, Commercial, Operations and senior stakeholders across the business.

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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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