Telemarketer / Trainee Financial Adviser - Self Employed

Telemarketer / Trainee Financial Adviser - Self Employed - Job representing image
We are seeking exceptional candidates to work at the UK's leading Wealth Management company in Canary Wharf. This is an opportunity to earn a high level of income together with the opportunity to progress and train to become a qualified financial adviser if you wish. THE ROLE * Develop high-quality sales appointments for the Adviser team with High Net Worth professionals * Develop effective ongoing relationships with prospective clients * Manage and maintain records of prospective clients to the point of the initial sales meeting * Develop professional financial marketing management and sales consulting skills * Support the leadership team with marketing input as required * Conduct active market research of prospective clients * Maintain the highest standards of dialogue with prospective clients - accurate, clear, concise and courteous. Use pre-prepared scripts to conduct marketing calls (ample training will be provided in this area) * Book and confirm initial sales meetings; ensure that all required details for the meetings are recorded and confirmed on the sales meeting sheet (diary) * Ensure that the prospective client is fully briefed regarding the meeting and that this is subsequently confirmed before the appointment * Marketing Consultants will be measured and rewarded according to both the quantity and quality of sales meetings they appoint PROFESSIONAL DEVELOPMENT PROGRAMME * Induction programme: Marketing Consultants will complete the one-month familiarisation programme * Compliance qualification programme: starts at the Marketing Consultant’s discretion; an 18-month programme culminating in the achievement of the Chartered Insurance Institute (CII) Certificate in Regulated Financial Planning (DipPFS) - levels 1-5 (this is a minimum standard required by the Financial Conduct Authority (FCA) to practice in the financial services industry) * Professional development programme: conducted during the last three months of the Marketing Consultant’s contract; a three-month programme, under direct supervision, culminating in professional competence sign-off (this is to ensure that you have the knowledge and ability, proven in the field, to become an Appointed Adviser) Commission earnings are open-ended and successful individuals can achieve c £60,000
No specific preferences
No specific preferences
No specific preferences
££12000 - £60000/annu
Canary Wharf, Greater London, United Kingdom