Trainee Financial Advisor Remote
Job description
THE COMPANY
Imperial Wealth Planning is a financial advisory firm based in Switzerland, successfully building a base of high net-worth clients over the last 8 years by providing boutique financial planning solutions.
THE JOB
We are searching for enthusiastic, tenacious young people whom we can help teach, develop and grow into highly qualified, expert Financial Advisors within our growing international business.
To succeed as our apprentice, you will need to have excellent communication skills, be able to absorb, retain and explain large amounts of often complex information, and have the ability to work well within a team and on your own.
RESPONSIBILITIES
Stage 1
- The initial role of the Trainee Financial Advisor is to assist the Financial Advisors in delivering outstanding financial planning advice.
- A crucial part of our process lies with you – the contact, and qualification of, potential clients.
- This includes outbound calling to potential clients, communicating our firm’s proposition, questioning and qualifying to ensure they meet our criteria, and assigning meetings to Advisors accordingly.
- As you develop your skills and knowledge, you will naturally develop key relationships and partnerships within the firm.
- Assisting your Advisors in managing their agendas, managing opportunities using our CRM system, and chasing opportunities will lead to desirable outcomes in both learning and remuneration.
- Your aim will be to deliver exceptional support to both your Advisor partners and to customers, all while ensuring that you adhere to the FINMA rules and regulations.
- You will regularly review your training needs and, in conjunction with your supervisor, you will address those needs in an appropriate and timely manner.
Stage 2
- In partnership with an Advisor, you will start to help clients determine financial and investment needs, and utilise sales skills to effectively recommend suitable financial products.
- In partnership with an Advisor, you will make recommendations of financialproducts and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences.
- Complete mandated training, assessments, performance goals and continuing education requirements.
- Participate in various training programs and seminars to increase performance of work.
Stage 3
- Attend meetings with Financial Advisors to assist them with presenting proposals.
- You will start professionally servicing the needs of existing clients, while creating new opportunities via networking and referrals.
- Continuing your success, you will expand your duties to include providing financial advice to prospective and existing clients, meeting their financial goals and objectives
- You must undertake frequent client meetings with existing and prospective clients,whilst always providing a consistent service to all levels of client regardless of their business level.
- Identify, develop and cultivate your own client base.
- Along with your supervisor, develop plans to expand your client base, identify prospective clients, and create an optimised strategy to best handle existing and prospective clients.
REQUIREMENTS
- Either have, or be on the way to attaining, a qualification in financial services, banking, business administration, or a related field (career-related professional level or bachelor’s degree preferred).
- Proven track record in sales, working to and achieving sales targets.
- Demonstrable experience in a similar function, within financial services or a similar industry, preferred.
- Exceptional ability to work without oversight. Strong time, task, and resource management skills.
- Strong problem solving, critical thinking, coaching, interpersonal, and verbal and written communication skills.
- Fluent English.
- German or French a strong bonus.
- Fluency with computers, especially MS Office, is mandatory.
- Ability to plan for, and keep track of, multiple opportunities.
- Familiarity with CRM systems, following processes and updating statistics.
- Willingness to continue building skills through educational opportunities.
- This role would suit a natural sales person, who is a high achiever, determined, and now looking build upon their sales background with technical knowledge.
THE OFFER
We want the best, and we are happy to pay to get the best. Being a home-based position, you can expect some flexibility to working hours, greater remuneration (including involvement in the company bonus scheme), and the opportunity to gain experience in one of the strongest industries and markets in the world.
The job will start as part-time 50%; those who are successful and pass probation will progress to a full-time position.
Salary – £1,000-2,000/month
Meeting Bonus – £20/qualified meeting
Commission – £100/deal (Increasing per deal according to targets met)
OTE = £2,200-3,200/month + annual bonus
Annual Bonus – Dependent on personal and company KPI’s
Paid travel to Switzerland for training and company events throughout the year
The final remuneration package will depend on the experience and competencies of the selected candidates. The remuneration package will be reviewed and improved in line with career progress over time.
HOW TO APPLY
Send your CV and cover letter.
We will let you know within 30 working days if you have been selected for pre-screening.
If successful, the initial interview will be conducted via Zoom or Teams.
The second and final interview will be conducted in person in the UK.
IMPORTANT
Due to the sensitive and confidential nature of our industry, the successful candidate will be required to sign a legally binding non-disclosure agreement, and will be subject to a criminal background check.
Job Types: Full-time, Part-time
Salary: £2,200.00-£3,200.00 per month
Benefits:
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
- Commission pay
- Performance bonus
- Yearly bonus
Application question(s):
- Are you fluent with MS Office applications such as Excel and Word?
Experience:
- Telesales: 1 year (required)
- Financial services: 1 year (preferred)
Language:
- French (preferred)
- German (preferred)
