Trainee Investment Consultant

2 days ago

Doncaster, United Kingdom Touchstone Education Full time

**Department: Redmayne Smith**

**Job title**: Trainee Investment Consultant

**Salary**:£20-23k plus bonus

**Location**: Doncaster

**Hours**:40hrs per week

**Contract**: Permanent

**Level: 1**

**Why join us?**

We are a fast-growing business that has an exciting opportunity for a Trainee Investment Consultant to be apart of our growing and amazing team. You will play a vital role in helping us to achieve our sales targets. We are looking for someone who is comfortable being part of a team with a passion for delivering an excellent customer experience. You will be ambitious and bring an enthusiastic, energetic and can do presence to the business.

**Job Purpose**:
This role is vital in assisting the sales team to achieve their targets on a monthly basis, to provide admin support their diary management and liaising with our clients as a pre-qualification tool.

**What you will do**:

- Achieving and exceeding your own Sales KPI’s
- Responsible for database management
- Creating and distributing appointments to the Investment Consultants
- Manage your own calendar to maximise time and results
- Learning from the Head of Investments to develop and progress into the natural progression of an Investment Consultant

**What qualities are important to us?**
- Excellent negotiation skills
- Passionate about the customer experience
- Being able to work within a team
- Ability to manage a busy workload in a fast-paced environment
- Excellent communicator, combining interpersonal relationship
- Excellent negotiation skills

**Why Us?**
- We offer a fantastic range of colleague benefits:

- Perkbox
- 25 days of annual leave + Bank Holidays
- Employee Assistance Programme
- Pension contributions
- Company discount on stays at our holiday homes
- Company conveyancing discount
- Full access to our property investment education courses
- An excellent bonus scheme
- We are focused on colleague development and career progression
- The opportunity to travel for networking events and customer meetings
- We provide all colleagues the opportunity to collaboratively work with high net-worth individuals
- Vibrant, energised and friendly working environment
- Apple Equipment
- Free Parking

**Salary**: £20,000.00-£23,000.00 per year

**Benefits**:

- Company events
- Company pension
- Discounted or free food
- Employee discount
- Flexitime
- Free parking
- Gym membership
- On-site parking
- Wellness programme

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Commission pay
- Quarterly bonus

Work Location: One location

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