Financial Sales Executive

THE CLOSERS CLUB LIMITED; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in the UK is seeking graduates to join their Financial Advisor program. This role offers a clear progression through stages, from Internal Sales to Trainee Advisor and ultimately to fully qualified Financial Advisor. Candidates will engage with High Net-Worth individuals, benefiting from mentorship and a lucrative earning potential starting at £150k in the first year. Ideal candidates are interested in financial markets and thrive in face-to-face client interactions.

Qualifications

• Graduate level education required.
• Interest in the financial markets is essential.
• Natural ability to close sales and engage with clients.

Responsibilities

• Engage High Net-Worth individuals and arrange meetings.
• Shadow a mentor advisor during the trainee phase.
• Work with a pre-booked client meeting schedule as a qualified advisor.

Skills

Interest in Financial Markets

Natural closing ability

Face-to-face client interaction

Education

Graduate

Job description

If you are the below then you could have what it takes to become a fully qualified Financial Advisor offering realistic six figure earning potential!

• A Graduate
• Interested in the Financial Markets
• A natural closer
• At your best your best when face to face with clients
• Looking for a career not just a role

I am exclusively working with a FTSE 100 Wealth Management firm that currently mange over £100 Billion worth of funds whilst they have developed a brilliant programme that will rapidly fast-track your progression, the programme consists of the 3 below stages:

Section 1) Internal Sales

This is a great way to get a real feel for the business/sector whilst taking will be taking your exams. Your role will consist of contacting High Net-Worth individual working off warm data with the aim to arrange a meeting with them and a qualified Financial Advisor

Section 2) Trainee Advisor

Once you have passed your exams and progressed through the Internal Sales team you will be become a Trainee Advisor where you will be mentored by one of the businesses top Financial Advisors, this role will allow you to shadow an Advisor permanently in order to ensure you hit the ground running when you progress to stage 3 (12 months average in the role)

Section 3) Fully Qualified Financial Advisor

You will now be a fully qualified and capable Financial Advisor working purely of pre-booked meetings in a role where no one has earnt less then £150k in their first year.