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Job description

Role: Trainee Financial Adviser – a role designed to give the chosen candidate the opportunity to build a substantial client base of high net worth individuals. The ultimate aim is to become a fully qualified financial adviser.

Position Overview: ~ Must be a highly motivated, articulate, passionate person who thrives whilst working in a fast-paced sales environment. The company is expanding rapidly and aims to provide a level of technical expertise and personal service to a client base of high net worth individuals.

Job Functions

• Outbound telephone calls to schedule meetings and create client base
• Generate and research leads for prospective clients
• Provide an exceptional level of customer service to maintain and build on existing relationships
• Enhance and develop existing relationships in pursuit of new sales opportunities to increase business levels
• Training and exams to achieve Diploma level qualification and high knowledge levels and expertise is all areas of financial planning

Competency Requirements

• Passion – the desire and drive to work in a fast-paced sales environment in retail financial services industry.
• Ambition – Have the drive to build a business as quickly as possible
• Culture – be part of a culture which is centred around the following values: teamwork, profitability, knowledge, innovation, reputation and client-focus
• Success – help the company continue to grow and be one of the top companies in its network
• Development – looking to forge a successful career in financial services with a long-term focus
• Resilience – be able to face numerous challenges that are presented and continue to be focused and motivated
• Quality – Effective decision making in all circumstances will ensure a consistently high quality of service in all your dealings with clients and colleagues
• Integrity – Conduct all business with the utmost integrity to satisfy the requirements of compliance and regulatory bodies

Other Job Specific Experience/Technical Skills/Abilities

• Strong and flexible work ethic
• Service focused
• High quality interpersonal skills
• Winning mentality
• Ability to build and expand your own client base
• Conscientious and attention to detail
• Relevant IT knowledge (esp. Microsoft Office & Excel)

Benefits

• Uncapped earnings with the potential for top city levels
• Meritocracy – opportunity to get promoted up the company quickly
• Fun, enjoyable office environment
• OTE Year 1 £28,000 - £35,000

NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties to meet the ongoing needs of the organisation

Job Types: Full-time, Graduate

Salary: £28,000.00-£35,000.00 per year

Benefits:

• Cycle to work scheme
• Employee mentoring programme

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus scheme
• Commission pay
• Performance bonus

Ability to commute/relocate:

• London: reliably commute or plan to relocate before starting work (required)

Application question(s):

• Why do you want a career in financial services?

Education:

• Bachelor's (preferred)

Work Location: In person

Expected start date: 11/09/2023