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Trainee Financial Broker

Posted by Tab_asset_management_ltd-cv_library on 25/03/2019
Postcode
Company name TAB Asset Management Ltd
Category Accounting
Contract Permanent
Full/Part time Full time
Salary £ 40000 - £60000/annum OTE
Description
Company Profile: TAB Asset Management Ltd is an industry leader in providing Wealth Management. With over 10 years’ experience, through our unique offering and bespoke financial packages we grow in size each year, with expectations for 30% growth in Q4. Management roles are key to our continuous growth and expansion and result in ongoing opportunities for career advancement at all levels. Our Trainee Financial Broker academy has added value to what we do. On target earnings: * £40,000 year 1 * £60,000 year 2 * £80,000 year 3 * £100,000 year 4 * £120,000+ year 5 Benefits: * Long term career in wealth management * Warm leads * Appointments booked directly into your diary * Funding and Training for industry exams * Structured new starter course, with ongoing support and training * Staff incentives – including international trips Role Summary: Do you have a passion for sales? If so TAB Asset Management Ltd currently have a rare opportunity for a professional and experienced sales person to join them as a Trainee Financial Broker and undertake structured training to become a Financial Broker. If you love providing exceptional customer service and are great at sales, this is the right opportunity for you! In the trainee financial broker role you will be expected to act as an interface between clients and our company, delivering on key performance indicators including the number of people you contact, meet and complete a sale with. Key Responsibilities: * Following up on client enquiries * Generating client interest in our services * Providing potential clients with an understanding of our products and services * Identifying, researching, and fulfilling client’s needs * Organising and advising on Trusts, Wills and identifying Investment opportunities * Processing legal documentation, as well as providing an ongoing service Requirements for Trainee Financial Broker: Required: * 2 years of previous Customer Service, Retail or Sales experience * ‘A’ Level / Hig

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