About the Job

This is an exciting opportunity for the right candidate to join an expanding financial services group who provide Private Banking and Wealth Management solutions to the UK and international marketplace.

This fully FSA regulated company are looking to take on ambitious individuals with excellent telephone communication skills. Candidates must want to develop to a qualified Certified Financial Planner for future roles in the UK and/or worldwide locations.

There are 2 roles on offer. Business Development Executives are required to expand and develop existing new business units by contacting prospective clients and arrange meetings with international advisers. We also require a very high calibre individual for the role as Manager to help develop, lead and motivate Executives into a successful team, forming an essential part of the firm’s service

Roles are full time (office based in London) with experienced staff earning £30,000+ per annum. Successful employees will benefit from specialist in-house training for exams and internationally recognised qualifications (The Chartered Institute of Insurance, The Institute of Financial Services, the Personal Finance Society, and the Institute of Personnel and Development).

If you are interested in the position please e-mail a CV, brief covering letter, and expect a follow up phone call shortly. Initial interviews start immediately.

Additional Background Information:

Applicants must be very confident when speaking on the phone, with the ability to think on their feet, delicately handling any objections (training provided).

The role requires you to contact prospective clients to arrange meetings with international advisers. Position is salary and commission based.

The ideal applicant should have:
- Good communication skills both written and verbal
- Excellent phone manner
- Confident and personable
- Time management skills
- Ability to priorities tasks
- High attention to detail
- Ability to analyse and interpret data
- Lateral thinker

Critical Knowledge required:
- An overall understanding of the internet, search engines, and PCs/Microsoft applications.

Suggested personal qualities:
- Self motivated
- Energetic / positive
- Good Interpersonal skills
- Team Player
- Empathetic
- Patient

Interviewing is happening asap with a view to starting mid-November.

NO AGENCIES

www.aesfinance.com
www.aesbanking.com

Contact details

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