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We are currently recruiting for a number of candidates to join a rapidly growing firm in Liverpool city centre. The role involves working alongside financial advisors and speaking to clients regarding their wealth/pensions. The role is a fantastic opportunity to learn, and the company will pay for the Diploma in Financial Planning.
Company Benefits:
- Clear career progression
- Newly renovated Liverpool city centre offices
- Competitive salary, including increases when exams are passed
- Private Medical Insurance
- A super friendly and supportive culture
Role responsibilities:
- Responding to technical investment queries from clients
- Provide administrative support
- Guiding clients through financial decisions
- Assessing client suitability for various investment products
- Dealing with pension and investment reports
Desirable skills/experience:
- The role would suit a graduate who wants to keep learning, but they will also consider non graduates with the right attitude
- Strong verbal communication
- Organisational skills
