Trainee Financial Advisor - London, United Kingdom - Executive Recruitment LTD

Tom O´Connor

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Tom O´Connor

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Description

Due to recent growth, we are currently recruiting aspiring financial advisors to join one of the largest institutions in the UK.

We offer a bespoke service to high-net-worth individuals and institutions looking for a structured investment portfolio and retirement planning.

The work environment is open and collaborative, where employees are rewarded based on merit, performance, and contributions.

In line with the philosophy of education, mentoring and training are available to employees with the objective of building rewarding,lifelong careers.

The role of the financial advisor

  • Identifying customers needs and sales opportunities
  • To call high net worth clients from a prequalified database and gain an understanding of their current investments and investment goals and present our recommendation to them.
  • Approach new clients with recommendations; provide a comprehensive summary of the market and then close
  • Arrange meetings for high net worth clients to meet with the Private Client Directors
Benefits you will receive as their Trainee financial advisor:

  • Working from a comprehensive database
  • Uncapped and leading commission structure
  • There will be continuous training available
The ideal Trainee financial advisor

  • Educated to a degree level
  • An excellent phone manner and strong communication skills are essential
  • A very self motivated, positive and extremely target driven character
  • A confident, professional and engaging personality
  • A strong desire to succeed in sales, in order to achieve excellent earnings and career progression
  • A willingness and ability to listen and learn quickly
The company is committed to training and investment in their staff - you will be given the tools to succeed, and you will if you have the drive and tenacity to do so

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