Job Details

Trainee Financial Services / IFA Role

Sector:Financial Services

Region : Greater London

Location: London

Salary: £18,000-£24,000 + benefits + bonus

Job Ref.: SL:FSBDCRM

Job Information

An exponentially growing and highly regarded IFA practice are looking to speak with graduates and junior Financial Services professionals to join their Central London office and assist in their Business Development department.

The role will involve the following:
Reengaging with lapsed and old clients in order to maintain the customer relationships and increase the presence in the market
Liaising with professional introducers including high net worth individuals, directors, accountants and solicitors in order to generate warm leads
Managing appointments for the Financial Advisors with clients generated from warm leads and client reengagement, liaising with the Financial Advisors, Mortgage Advisors and Estate Managers with regards to client enquiries
Maintaining knowledge about the Financial Planning Industry
Successful candidates will have either Finance/Financial Services based degrees or experience within this industry.

You will be a self-starter, dynamic and keen to learn. This is a great path for individuals interested in careers as Wealth Managers/Financial Planners

Please be aware the salary listed of £18,000-£24,000 is the basic salary alone. Bonuses will be paid for specific agreed KPIs in what is a meritocratic, progressive and nurturing environment.

This company also has a history of progressing employees from graduate entry level roles to fully qualified fee-earning Financial Advisors and will support any progressional qualifications you wish to take.

If you are interested in the above role please do get in touch by applying and one of our consultants will be in touch.