Financial Management Graduate Scheme

3 weeks ago


Liverpool, Liverpool, United Kingdom Marshall Moore Full time
Graduate Wealth Management Training Scheme

We 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 queries from clients and provide expert guidance
  • Assist with administrative tasks and support the team in delivering excellent client outcomes
  • 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 when exams are passed
  • Private Medical Insurance
  • A supportive and collaborative team environment
  • Opportunities for career progression and professional development

About Us:

We are a dynamic and forward-thinking firm committed to delivering exceptional client service and driving business growth. Our team is passionate about helping individuals achieve their financial goals and we are looking for like-minded graduates to join us on this journey.



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