Graduate Wealth & Investments Analyst – Liverpool

Marshall Moore; Liverpool; On-site; GBP 21,000 - GBP 25,000; Full time

Job summary

A recruitment consultancy is seeking recent graduates for financial services roles in Liverpool. This opportunity offers study support and a clear path for professional development. Responsibilities include working with financial advisors, data collation, and client communication. Ideal candidates are personable and adaptable, eager to kickstart their careers in a dynamic environment. The position includes a competitive salary of up to £25,000 and an excellent benefits package.

Benefits

Study support

Clear progression pathway

Competitive salary and benefits package

Qualifications

• Recent graduates with an interest in starting a career in financial services.
• Some financial experience would be advantageous.
• Ability to adapt to new environments and learn new tasks.

Responsibilities

• Working alongside financial advisors and investment managers.
• Data collation and input.
• Communication with clients via email and phone.
• Working to tight market-driven deadlines.
• Query resolution.
• Following FCA regulations.

Skills

Communication skills

Adaptability

Client relationship management

Education

Recent graduate

Job description

A recruitment consultancy is seeking recent graduates for financial services roles in Liverpool. This opportunity offers study support and a clear path for professional development. Responsibilities include working with financial advisors, data collation, and client communication. Ideal candidates are personable and adaptable, eager to kickstart their careers in a dynamic environment. The position includes a competitive salary of up to £25,000 and an excellent benefits package.