Trainee Financial Broker

Recruiter
Thornton & Baines Independent Financial Advisers L
Location
London (Greater)
Posted
31 Mar 2018
Closes
20 Apr 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Trainee Financial Broker

Thornton & Baines is an industry leader in providing Wealth Management. With over 10 years’ experience, through our unique offering and bespoke financial packages we grow in size each year, with expectations for 30% growth in 2016. Management roles are key to our continuous growth and expansion and result in ongoing opportunities for career advancement at all levels. Our Trainee Financial Broker academy has added value to what we do.

On target earnings:
- £40,000 year 1
- £60,000 year 2
- £80,000 year 3
- £100,000 year 4
- £120,000+ year 5

Benefits:
- Long term career in wealth management
- Warm leads
- Appointments booked directly into your diary
- Funding and Training for industry exams
- Structured new starter course, with ongoing support and training
- Staff incentives – including international trips

Role Summary:
Do you have a passion for sales? If so Thornton & Baines currently have a rare opportunity for a professional and experienced salesperson to join them as a Trainee Financial Broker and undertake structured training to become a Financial Broker. If you love providing exceptional customer service and are great at sales, this is the right opportunity for you! In the trainee financial broker role you will be expected to act as an interface between clients and our company, delivering on key performance indicators including the number of people you contact, meet and complete a sale with.

Key Responsibilities:
- Following up on client enquiries
- Generating client interest in our services
- Providing potential clients with an understanding of our products and services
- Identifying, researching, and fulfilling client’s needs
- Organising and advising on Trusts, Wills and identifying Investment opportunities
- Processing legal documentation, as well as providing an ongoing service

Requirements for Trainee Financial Broker:

Required:
- 2 years of previous Customer Service, Retail or Sales experience
- ‘A’ Level / Higher or equivalent education

Desirable:
- Previous telesales experience
- Experience in Law or Financial Services

Apply now - Are you enthusiastic with a can do attitude? Do you want to be a broker? Send us your CV and a cover letter today by clicking on the APPLY button below and we will get back to you within 5 working days

Similar jobs

Similar jobs