Trainee Financial Advisor - Stafford, United Kingdom - Dunham McCarthy Ltd

Dunham McCarthy Ltd

Verified Company

Stafford, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Intelligent, Enthusiastic, Conscientious & Driven ?

A bright future awaits you at the Dunham McCarthy Group
We have an exciting opportunity within our Legal and Financial Services team in Penkridge. This is a fantastic opportunity to join The Dunham McCarthy Group, a successful and rapidly expanding legal/financial services business.

The Dunham McCarthy Group are looking to add a further 3 advisers to their 20 strong team based in Penkridge.

(OTE £40 -70,000 uncapped)
- £23,600 basic (including car allowance) rising to £30,600 once advisor has met given targets

OTE £40,000 £70,000 uncapped earnings

The Role
You will speak to pre-booked clients and provide advice about Wills, Financial and legal services (Full extensive training provided). All client meetings will be booked for you. There is no cold calling.

All clients will be expecting to see you and to talk about the services that we offer.

This makes this position unique to most sales/advisory roles and as a result our team has an average 80% conversion rate.

Requirements:

The key to your success in this role will be knowledge, preparation and pride in providing the very best advice.

As this is a regulated industry, being organised and meticulous when keeping records is vital.

To be successful in this role you will need to be extremely hard-working, driven, professional, motivated, and enthusiastic. It is essential that you become a trusted adviser to your clients and maintain relationships well.

Experience

A financial services background is not essential; however, you do need a passion and hunger for learning and providing professional advice face to face with our clients and some sales experience would be beneficial.

Training

Future
For the right person, this could lead to a long term career with options to move in different directions within the company

The Benefits
Company laptop

Comprehensive ongoing training

Potential to become Level 4 qualified (Financial Adviser status)

Job Type
Monday to Friday

Hybrid working Home/Office after initial office-based training/probation period

Full-time

3-4 evenings per week required ( Where an advisor has a 7.30 pm appointment their start time would be 1.30 pm)

COVID-19 precaution(s):