Graduate Financial Services Opportunity

Graduate Financial Services Opportunity

Liverpool City Centre
Monday to Friday, 9:00am - 5:00pm
Competitive Salary + Excellent Benefits + Clear Career ProgressionAre you a graduate or customer-focused professional looking to build a long-term career within Wealth Management?

This is an exciting opportunity to join a highly respected financial services firm as a Graduate Financial Services Advisor (Academy Trainee). You'll receive comprehensive training, professional study support, and a structured career path designed to help you progress into a Strategic Planner role.

Whether you have experience in banking, insurance, customer service, or have recently graduated in a relevant subject, this could be the perfect first step into a rewarding and professional career within financial services.

About the Role

As an Academy Trainee, you'll join the Wealth Services team and receive full support as you work towards achieving your Level 4 Diploma in Regulated Financial Planning.

This role has been designed to develop the next generation of financial planning professionals, providing hands-on experience, structured learning, and a clear progression pathway within the business.

You'll gain exposure to:

Wealth Management and Financial Planning
Client relationship management
Financial services administration and support
Industry qualifications and professional development
Long-term career progression opportunitiesWhat We're Looking For

We welcome applications from:

Graduates with degrees in Finance, Economics, Business, Wealth Management, Investments, or related disciplines.
Candidates with experience in customer-facing, consultative, or relationship-based roles such as banking, insurance, retail, hospitality, or customer service.
Individuals with excellent communication and interpersonal skills.
Motivated and ambitious candidates looking to develop a career within Financial Services.
Strong team players who are eager to learn and progress.What's in it for You?

Competitive starting salary with regular increases linked to qualifications and development
Full study support towards the Level 4 Diploma in Regulated Financial Planning
Structured career progression pathway
Comprehensive training and mentoring
Friendly and supportive team environment
Modern office in Liverpool City Centre
25 days annual leave plus bank holidays
Cycle to Work Scheme
Regular company and team social events
Join a growing, forward-thinking organisation
Excellent long-term earning potentialApply Today

If you're looking to launch your career within Wealth Management and Financial Planning, we'd love to hear from you.

Send 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
Only candidates based in UK and eligible to work in UK are allowed