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Entry Level Financial Services Opportunity

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Posted 9 hours ago, valid for 14 days
Location

Liverpool, Merseyside L2 2DP, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

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Sonic Summary

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  • This is an entry-level position in Liverpool City Centre for individuals with strong customer service skills and a desire to grow in the Wealth Management industry.
  • Candidates with relevant experience or degrees in Economics, Wealth Management, Finance, Business, or Investments are encouraged to apply.
  • The role involves being the first point of contact for new clients seeking wealth and pension advice, primarily through phone and email communication.
  • The company offers a competitive salary with additional bonus opportunities, along with comprehensive training and development support.
  • Applicants should ideally have some experience in a consultative role, and the position operates Monday to Friday from 9 am to 5 pm.

Entry Level Financial Services Opportunities

  • Liverpool City Centre
  • Monday to Friday, 9am - 5pm
  • Competitive salary w/ excellent benefits + progression opportunities

This is an exciting entry level position for those with outstanding customer service and communication skills and a keen interest in developing their career within the Wealth Management industry. Successful applicants given the opportunity to progress within the sector through training and study support for industry relevant qualifications.

About the role:

The role would involve providing a critical service and being the initial point of contact for new clients seeking guidance or advice regarding their wealth/pensions both over the phone or through email. The role is varied, interesting, professionally and financially rewarding and offers an introduction to a meaningful career where personal development is highly encouraged.

Experience required:

The company will consider candidates with previous experience within a relatable and consultative role (banking, insurance or similar) as well as graduates with a relatable degree (i.e. Economics, Wealth Management, Finance, Business, Investments) looking for further career advancement within a buoyant market.

The benefits of this role include:

  • A competitive basic salary with the opportunity to earn additional bonus
  • A great office atmosphere
  • Outstanding training and development opportunities including industry qualifications
  • Full training and support given
  • No restriction on earnings potential
  • The chance to join a progressive and ever expanding firm with clear career development
  • Work in a friendly environment with happy and loyal customers
  • Regular staff events
  • 25 days holiday
  • Cycle to work scheme
  • + much more!

If this is a role that you would be interested in applying for then please email your CV to (url removed)

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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