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Graduate Wealth Management Professional

2 months ago

Liverpool, Liverpool, United Kingdom Marshall Moore Full time
About the Role

We are currently recruiting for a number of candidates to join Marshall Moore, a rapidly growing financial services firm. The role involves working alongside experienced financial advisors and speaking to clients regarding their wealth and pension management.

Key Responsibilities
  • Responding to technical investment queries from clients
  • Providing administrative support
  • Guiding clients through financial decisions
  • Assessing client suitability for various investment products
  • Dealing with pension and investment reports
Desirable Skills and Experience
  • Strong verbal communication skills
  • Organisational skills
About Marshall Moore

Marshall Moore is a dynamic and supportive company that offers a range of benefits, including clear career progression, a competitive salary, and private medical insurance.