Trainee Adviser/marketer

1 month 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**:

- Company pension
- 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



  • London, United Kingdom Recruit UK Full time

    **Job Title**: Trainee Financial Adviser Opportunity **Industry**: Financial Services **Salary**: £25,000+ OTE - Wanting to dive into the financial planning profession, but not sure where to start?_ - Perhaps you’re wanting to change your career but worried about the financial side of things?_ They welcome all applicants regardless of experience, and...

  • Trainee Adviser

    2 months 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...


  • London, United Kingdom Financial Lifestyle Management Ltd Full time

    Location: LondonContract Type: Permanent/ Full timeSalary: £35,000Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme,Volunteer days, Birthday lie in, EAP, Wellbeing support.Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals while pursuing...


  • London, United Kingdom Citizens Advice Full time

    **Position**: Generalist Adviser/Trainee Adviser **Location**: London WC1 **Closing date**: 15 April 2024 **Role details**: Job title: Generalist Adviser/Trainee Adviser Location: London WC1 **Salary**: £10,982 - £12,993 pa actual depending on experience Salary pro rata: No London allowance: No Hours per week: 14 Type of contract: Fixed term End...


  • London, United Kingdom Financial Lifestyle Management LTD Full time

    Location: London Contract Type: Permanent/ Full time Salary: 35,000 Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme, Volunteer days, Birthday lie in, EAP, Wellbeing support. Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals...


  • London, United Kingdom Financial Lifestyle Management LTD Full time

    Location: London Contract Type: Permanent/ Full time Salary: 35,000 Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme, Volunteer days, Birthday lie in, EAP, Wellbeing support. Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals...


  • South East London, United Kingdom Financial Lifestyle Management Ltd Full time €35,000

    Location: London Contract Type: Permanent/ Full time Salary: £35,000 Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme,Volunteer days, Birthday lie in, EAP, Wellbeing support. Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals while...


  • South East London, United Kingdom Financial Lifestyle Management Ltd Full time €35,000

    Location: London Contract Type: Permanent/ Full time Salary: £35,000 Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme,Volunteer days, Birthday lie in, EAP, Wellbeing support. Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals while...


  • London, United Kingdom Financial Lifestyle Management Ltd Full time €35,000

    Location: London Contract Type: Permanent/ Full time Salary: £35,000 Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme, Volunteer days, Birthday lie in, EAP, Wellbeing support. Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals while...


  • London, United Kingdom Financial Lifestyle Management Ltd Full time €35,000

    Location: London Contract Type: Permanent/ Full time Salary: £35,000 Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme, Volunteer days, Birthday lie in, EAP, Wellbeing support. Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals while...


  • London, United Kingdom Blakemore Recruitment Full time

    Location - London Salary - £35,000 Our client are an award-winning team of Independent Financial Advisers who provide a personal, independent and bespoke wealth management service to high net worth clients. They are expanding their successful business in London and are seeking Trainee Financial Advisers to join their team. As a Trainee Adviser, you...


  • London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Services London 01/02/2024 Type of Position: Trainee Financial Adviser - London Pay: £20k - £26k **Trainee Financial Adviser - London**: **Responsibilities**: - Attend Client Meetings with Senior Advisers - Manage Action Points from Client Meetings - Business Submission - Carry Forward, Annual Allowance, Lifetime Allowance Calculations -...


  • London, United Kingdom Vantage Wealth Management Full time

    As a growing St James's Place financial advice company, Vantage Wealth Management is seeking a Trainee Financial Adviser to support our existing Adviser team with their back office processes, from cashflow modelling to case writeup and administration, supporting our clients in their aims for the future. As an established and ambitious business, this is an...


  • London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Services London 26/07/2023 Type of Position: Trainee Financial Adviser - London Pay: £22k - £26k **Trainee Financial Adviser - London**: **Responsibilities**: - Attend Client Meetings with Senior Advisers - Manage Action Points from Client Meetings - Business Submission - Carry Forward, Annual Allowance, Lifetime Allowance Calculations -...


  • London, Greater London, United Kingdom The New Homes Group Full time

    Job Title: Trainee Mortgage Adviser. With 2024 well underway we have recently promoted 4 of our current trainee mortgage advisers and they have now taken up there new roles as full time home based Mortgage Advisers. For June & July 2024 we now have 6 additional opportunities to join the UK S leading new homes mortgage provider and to become a Trainee...


  • London, United Kingdom Coast Partnership Full time

    **An outstanding opportunity has arisen for a trainee adviser to join a boutique IFA practice based in The City. **Servicing a broad range of HNW & UHNW clients this is a fantastic opportunity for an Adviser to join and expand their client base. - Working within an experienced team, giving advice to an array of clients over different sectors. - Providing a...


  • London, United Kingdom TAB Consultancy Full time

    Role: Trainee Financial Adviser Package: Open to Negotiation + Bonus + Benefits + Clients Provided Our client, one of the UK’s largest financial advisory firms, is looking for trainee advisers to join the business; Working predominantly within wealth management, the firm have bases all over the country that are eager to find driven, engaging, and...


  • London, United Kingdom Spicerhaart Group Ltd Full time €22,000

    Home Job Search Results Trainee Mortgage & Protection Adviser - Uncapped Commission (CeMAP 1 or equivalent required), Harrow, South East Trainee Mortgage & Protection Adviser - Uncapped Commission (CeMAP 1 or equivalent required) "We understand that we can only do this by offering the best training, development, support and opportunity" - John Phillips,...


  • London, United Kingdom Recruitment Rebellion Full time

    **Are you a recent graduate seeking a rewarding and challenging role in financial planning? **A position where you can work with clients in their best interests? If so, we would like to hear from you at this exciting stage in our development. We are a small, established financial advisory firm seeking a graduate trainee financial planner to assist in...


  • London, United Kingdom Ministry of Justice Full time

    Salary 1 - £37,174 - £40,403 Number of jobs available 1 - 20 Detail of reserve list 1 - 12 Months Region 1 - London City/Town 1 - Barking, Bromley, Croydon, Feltham, London, Uxbridge Building/Site 1 - Barnet County, N3 1BQ, Bromley Magistrates, BR1 1RA, Croydon Magistrates, CR9 3NG, EAST LONDON FAMILY COURT LONDON, E14 4HD, Highbury Corner...