Trainee Adviser

2 weeks ago

London, United Kingdom Vantage Wealth Management Full time

Key Responsibilities:
Booking meetings with interested parties on behalf of the practice Advisers.

Continuously improve the company's profile and reach on social media platforms.

Utilize marketing tools to optimize lead generation campaigns and ensure a high conversion rate.

Develop and maintain a pipeline of potential clients by identifying and qualifying leads.

Conduct research to identify target markets and potential clients.

Collaborate with the Adviser team to develop and implement effective outreach strategies.

Develop and maintain strong relationships with clients and potential clients.

Track and report on key performance metrics, including lead generation, conversion rate, and client retention.

Stay up-to-date with industry trends, regulations, and best practices in lead generation and financial advice.

Qualifications:
Ideally 1+ years of experience in lead generation, preferably in the financial services industry; proven track record of generating high-quality leads and converting them into clients.

Strong interpersonal and communication skills, with the ability to build and maintain relationships with clients and colleagues.

Excellent organizational and time management skills, with the ability to manage multiple tasks simultaneously.

Proficient in Microsoft Office Suite, especially Excel and PowerPoint.

Knowledge of CRM software and marketing automation tools.

Familiarity with LinkedIn and other social media platforms.

Self-motivated, proactive, and results-driven.

**Salary**: £18,000.00-£30,000.00 per year

**Benefits**:

- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay

Work Location: Hybrid remote in London, EC3V 9BQ

Reference ID: VWM Trainee 23 01

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