Graduate Wealth Management Training Scheme

8 months ago


Liverpool, United Kingdom Marshall Moore Ltd Full time

**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

**Job Type**: Permanent

**Salary**: From £23,000.00 per year

**Benefits**:

- Company pension
- Private medical insurance

Schedule:

- Monday to Friday

Work authorisation:

- United Kingdom (required)

Work Location: In person

Reference ID: IND-MML



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