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For Companies At a Glance
- Tasks: Engage prospects via social media and telesales to generate warm leads.
- Company: Join Clearwater Wealth Management, part of a top UK wealth management firm.
- Benefits: Competitive salary, full training, and potential for CII Level 4 Diploma.
- Why this job: Great opportunity for career growth in financial services with a supportive team.
- Qualifications: A Levels or equivalent, excellent communication skills, and a passion for sales.
- Other info: Full-time, self-employed position located in Moorgate, London.
The predicted salary is between 21600 - 36000 £ per year.
New Opportunity: Junior Marketer (Wealth Management)
We are recruiting a Social Media and Telesales Marketer for Clearwater Wealth Management, part of St. James’s Place Wealth Management, one of the UK’s most successful wealth management companies. This is more than a sales role—it could be an opportunity to pursue long-term career ambitions, with full training to progress into financial adviser sales support and eventually become a financial adviser.
Role overview
Working as part of a highly productive and successful team, the ideal candidate will thrive in a dynamic environment, engaging with prospects through the firm\’s social media platforms which generate warm sales leads.
This role is particularly suited to someone with some experience in the financial services industry who is seeking a fresh opportunity with strong career prospects. It is a full-time, in office, self-employed position with a competitive rate of pay.
For the right candidate, this role offers the opportunity to complete your CII Level 4 Diploma in Financial Planning (DipPFS). Following this, you may be invited to support existing Financial Advisers within the firm, alongside your marketing role, to develop a range of financial advice support skills. This experience could ultimately pave the way for transitioning into a Financial Adviser role.
We are looking for a self-motivated, hardworking and ambitious candidate who can work alone, and as part of a team.
Personal requirements:
· Excellent telephone manner: Clear, confident and polite telephone manner keen to pick up the telephone and talk to prospective clients with ease
· Natural sales flare, keen to establish relationships and excel in the role
· Minimum education level: A ‘Level (or equivalent)
· Computer literate
· Able to use own initiative, and work in a fast-paced environment
· High level of accuracy and attention to detail
· Enthusiastic and willing to learn
Additional Information
· For the right candidate, there will be a realistic OTE of £30k+ per annum, with a guaranteed base salary.
· Location: Moorgate, London (EC2V)
· Hours of work: Full time (40 hours a week)
Clearwater Wealth Management | Junior Marketer (Wealth Management) employer: Clearwater Wealth Management
Contact Detail:
Clearwater Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Clearwater Wealth Management | Junior Marketer (Wealth Management)
✨Tip Number 1
Familiarize yourself with Clearwater Wealth Management and St. James’s Place Wealth Management. Understanding their values, services, and target audience will help you tailor your approach during the interview and demonstrate your genuine interest in the company.
✨Tip Number 2
Brush up on your social media marketing skills. Since this role involves engaging with prospects through social media, being able to discuss current trends and effective strategies will show that you're proactive and ready to contribute from day one.
✨Tip Number 3
Prepare to showcase your communication skills. Practice articulating your thoughts clearly and confidently, as a strong telephone manner is crucial for this position. Consider role-playing scenarios where you engage with potential clients.
✨Tip Number 4
Highlight any relevant experience in financial services or sales during your discussions. Even if your background isn't directly in wealth management, demonstrating your understanding of the industry and your enthusiasm for learning can set you apart from other candidates.
We think you need these skills to ace Clearwater Wealth Management | Junior Marketer (Wealth Management)
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Junior Marketer position. Understand the key responsibilities and personal requirements, as this will help you tailor your application to highlight relevant skills and experiences.
Craft a Tailored CV: Create a CV that emphasizes your experience in marketing and the financial services industry. Highlight any relevant achievements, particularly those that demonstrate your sales skills and ability to engage with clients.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific reasons why you are interested in Clearwater Wealth Management and how your background aligns with their needs, especially your willingness to learn and grow within the company.
Showcase Your Communication Skills: Since excellent communication is crucial for this role, ensure that your application materials are well-written and free of errors. Consider including examples of how you've successfully engaged with clients or prospects in previous roles.
How to prepare for a job interview at Clearwater Wealth Management
✨Show Your Passion for Wealth Management
Make sure to express your enthusiasm for the wealth management industry during the interview. Share any relevant experiences or interests that demonstrate your commitment to this field, as it will show that you are genuinely interested in the role.
✨Demonstrate Your Communication Skills
Since excellent telephone manners are crucial for this position, practice articulating your thoughts clearly and confidently. You might even want to prepare a few mock calls to showcase your ability to engage with potential clients effectively.
✨Highlight Your Sales Experience
If you have any previous experience in sales or customer service, be sure to discuss it. Provide specific examples of how you successfully built relationships and closed deals, as this will illustrate your natural sales flair.
✨Prepare Questions About Career Progression
Since this role offers opportunities for growth, come prepared with questions about the potential career path within the company. This shows that you are ambitious and looking to invest in your future with Clearwater Wealth Management.
