Find a job 
Featured Companies 
Featured Universities 
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 a dynamic team environment.
- Qualifications: A Levels or equivalent, excellent communication skills, and a passion for sales.
- Other info: Full-time position in Moorgate, London with realistic OTE of £30k+.
The predicted salary is between 21600 - 36000 £ per year.
New Opportunity: Junior Marketer (Wealth Management) Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants. 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)
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 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. Even if it's minimal, be ready to discuss how your background has prepared you for this role and how you can leverage your skills to excel in a fast-paced environment.
We think you need these skills to ace Junior Marketer (Wealth Management)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in marketing and the financial services industry. Emphasize any previous roles that involved social media engagement or telesales, as these are key components of the job.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific reasons why you want to work at Clearwater Wealth Management and how your skills align with their needs.
Highlight Your Communication Skills: Since excellent telephone manner is crucial for this position, provide examples in your application that demonstrate your ability to communicate clearly and confidently with clients.
Show Your Ambition: In your application, express your long-term career ambitions and willingness to learn. Mention your interest in pursuing the CII Level 4 Diploma in Financial Planning and how it aligns with your career goals.
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 resonate well with the interviewers.
✨Demonstrate Your Communication Skills
Since excellent telephone manners are crucial for this role, 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 your ambition and willingness to learn, which aligns perfectly with what Clearwater Wealth Management is looking for.
