Graduate Wealth Management Training Scheme
2 months ago
We are currently recruiting for a number of candidates to join a rapidly growing firm in Liverpool city centre. The role involves working alongside financial advisors and speaking to clients regarding their wealth/pensions. The role is a fantastic opportunity to learn, and the company will pay for the Diploma in Financial Planning.
Company Benefits:
- Clear career progression
- Newly renovated Liverpool city centre offices
- Competitive salary, including increases when exams are passed
- Private Medical Insurance
- A super friendly and supportive culture
Role responsibilities:
- Responding to technical investment queries from clients
- Provide administrative support
- Guiding clients through financial decisions
- Assessing client suitability for various investment products
- Dealing with pension and investment reports
Desirable skills/experience:
- The role would suit a graduate who wants to keep learning, but they will also consider non graduates with the right attitude
- Strong verbal communication
- Organisational skills
Apply now
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Financial Management Graduate Scheme
2 weeks ago
Liverpool, Liverpool, United Kingdom Marshall Moore Full timeGraduate Wealth Management Training SchemeWe are seeking highly motivated and ambitious graduates to join our rapidly growing firm in Liverpool city centre. As a Graduate Wealth Management Trainee, you will work closely with experienced financial advisors, providing exceptional client service and support.Key Responsibilities:Respond to client inquiries and...
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Financial Management Graduate Scheme
2 weeks ago
Liverpool, Liverpool, United Kingdom Marshall Moore Full timeGraduate Wealth Management Training SchemeWe are seeking highly motivated and ambitious graduates to join our rapidly growing firm in Liverpool city centre. As a Graduate Wealth Management Trainee, you will work closely with experienced financial advisors, providing exceptional client service and support.Key Responsibilities:Respond to client inquiries and...
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Liverpool, Liverpool, United Kingdom Marshall Moore Full timeGraduate Wealth Management Training SchemeWe are seeking highly motivated and ambitious graduates to join our rapidly growing firm in Liverpool city centre. As a Graduate Wealth Management Trainee, you will work closely with experienced financial advisors to provide exceptional client service and support.Key Responsibilities:Respond to technical investment...
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Liverpool, Liverpool, United Kingdom Marshall Moore Full timeGraduate Wealth Management Training SchemeWe are seeking highly motivated and ambitious graduates to join our rapidly growing firm in Liverpool city centre. As a Graduate Wealth Management Trainee, you will work closely with experienced financial advisors to provide exceptional client service and support.Key Responsibilities:Respond to technical investment...
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