Financial Planning Trainee

2 weeks ago


Liverpool, Liverpool, United Kingdom Marshall Moore Full time

We are seeking a highly motivated and ambitious individual to join our Graduate Wealth Management Training Scheme in Liverpool. As a Financial Planning Trainee, you will work closely with our experienced financial advisors to provide exceptional client service and support.

Key responsibilities include:

  • Responding to technical investment queries from clients
  • Providing administrative support to the team
  • Guiding clients through financial decisions and assessing their suitability for various investment products
  • Dealing with pension and investment reports

As a Graduate Financial Advisor, you will have the opportunity to learn and develop your skills in a supportive and dynamic environment. Our company offers a competitive salary, private medical insurance, and a range of benefits to support your career progression.

Our Graduate Wealth Management Training Scheme is designed to provide you with the skills and knowledge you need to succeed in the financial industry. You will have the opportunity to work with a range of clients, develop your analytical and problem-solving skills, and learn from our experienced team.

Our company culture is built on a foundation of trust, respect, and open communication. We are committed to providing a supportive and inclusive environment that allows our employees to thrive and reach their full potential.



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