Trainee Financial Broker

3 days ago


London, United Kingdom TABIFA Full time

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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