Financial Management Graduate Scheme

5 days ago


Liverpool, Liverpool, United Kingdom Marshall Moore Full time
Unlock Your Potential in Wealth Management

We are seeking highly motivated and ambitious graduates to join our rapidly growing firm in Liverpool city centre. As a Graduate Wealth Manager, you will work closely with experienced financial advisors to provide exceptional client service and support.

Key Responsibilities:

  • Respond to client inquiries and provide expert advice on investment and pension products
  • Assist with administrative tasks and support the team in achieving business objectives
  • Guide clients through complex financial decisions and assess their suitability for various investment products
  • Prepare and present pension and investment reports to clients

What We Offer:

  • A competitive salary with increases upon passing exams
  • Private medical insurance and a supportive company culture
  • Clear career progression opportunities and a chance to develop your skills and expertise

About Us:

We are a dynamic and innovative firm committed to delivering exceptional client service and achieving outstanding results. Our team is passionate about helping individuals and businesses achieve their financial goals, and we are looking for like-minded individuals to join us on this journey.



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