Trainee Sales Broker / Trainee Wealth Manager

Job Description:
Trainee Sales Broker

Location: London, EC2R


The Position

Dynamic and self-motivated individuals required for a telemarketing role at one of the UK’s leading Wealth Managers. A successful candidate will have the opportunity to follow a well-trodden path to becoming a Wealth Manager in their own right, an excellent career opportunity.
The position is commission based and highly competitive. Our current telemarketers make up to £2,000 - £6,000 per month.
The successful candidate will be highly motivated and prepared to work 8 hours per day in a fast-paced, dynamic working environment, adhering to the company policy at all times. They should be an excellent communicator who can articulate well and also have a strong interest in financial services.

The role is a stepping stone into the Advisory world and candidates should have a strong desire to become Wealth Managers in the future.

The position will involve
  • Telemarketing setting initial client meetings with high net worth prospects on behalf of advisers

  • Researching and managing a database of leads

  • Managing a personal list of booked/cancelled/upcoming meetings

  • Making 200 calls per day to high net-worth individuals