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Entry Level Financial Services Opportunities

Liverpool City Centre
Monday to Friday, 9am - 5pm
Competitive salary w/ excellent benefits + progression opportunitiesThis 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 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.

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

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