Trainee Financial Broker
3 days ago
Trainee Financial Broker £20k-40k OTE
Company Profile:
TABIFA is an industry leader in providing Wealth Management. With over 18 years of experience, this is an opportunity for a driven individual to carve out a lucrative career in financial services.
OTE On target earnings:
Year 1 £20-40k
Year 2 £40-60k
Year 3 £60-100k+
The variation in pay is down to how dedicated the individual is and
in turn, the output of their work.
**Benefits**:
- Long term career in wealth management
- 1-2-1 training, you work directly with a senior adviser.
- Complete sales training
- Funding and Training for industry exams
- Structured new starter course, with ongoing support and training
Fast track role, fully qualified 12-18 months.
Role Summary:
TABIFA currently have a rare opportunity for a professional and experienced salesperson to join them as a Trainee Financial Wealth Manager and undertake structured training to become a Wealth Manager.
You should possess the following skills;
Great customer service
Excellent at attention to details
Excel at maths & outstanding communication skills
Willingness to please and serve your clients
Key Responsibilities:
- First contact with potential clients.
- Relationship building
- Providing potential clients with an understanding of our products and services
- Anaylising clients needs and objectives, auditing their current affairs
- Organising and advising on Trusts, Wills and identifying Investment opportunities
- Taking Legal instructions and delivering the end product to clients
Requirements for Trainee Financial Broker:
Required:
- 3 years of Customer Service experience, Retail or Sales experience
- ‘A’ Level / Higher or equivalent education
Desirable:
- Experience in Financial Services or Law
- Previous telesales experience
**Job Types**: Full-time, Permanent
**Job Types**: Full-time, Permanent
**Salary**: £20,000.00-£40,000.00 per year
Additional pay:
- Bonus scheme
- Commission pay
**Benefits**:
- Company events
Schedule:
- 8 hour shift
**Experience**:
- Sales: 1 year (preferred)
**Job Types**: Full-time, Permanent
**Salary**: £20,000.00-£40,000.00 per year
Additional pay:
- Bonus scheme
- Commission pay
- Performance bonus
Schedule:
- 8 hour shift
**Experience**:
- Sales: 2 years (preferred)
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