Financial Management Graduate Scheme

7 hours ago


Liverpool, Liverpool, United Kingdom Marshall Moore Full time
Graduate Wealth Management Opportunity

We are seeking a talented graduate to join our team in Liverpool city centre. As a financial management graduate, you will work alongside experienced financial advisors, providing exceptional client service and supporting the growth of our business.

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 based on performance and exam results
  • A comprehensive training program, including the Diploma in Financial Planning
  • A supportive and collaborative team environment
  • Opportunities for career progression and professional development

About Us:

We are a rapidly growing firm in the financial services industry, committed to delivering exceptional client service and achieving business excellence. Our team is passionate about helping clients achieve their financial goals, and we are seeking a like-minded graduate to join our team.



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