Growth-Focused Finance Client Engagement Executive in Watford

Performance-based commission in line with responsible sales practices and regulatory standards.

One week fully paid training upon successful first interview.

We are looking for ambitious and driven individuals who are ready to develop within a fast-paced, regulated financial services environment. A background in finance is not a requirement for this role. Candidates who are familiar with financial markets, products, or terminology often find they settle into the role more quickly. This is a client-facing, non-advisory role. You will communicate with clients daily, build professional relationships, and provide general information about our financial products and platform. All client communications are conducted in a fair, clear, and non-misleading manner, in full accordance with FCA regulatory standards. Employees in this role do not provide financial advice.

Responsibilities

• Client engagement: Maintain proactive and professional communication with clients via telephone and email, establishing rapport and understanding their informational needs in relation to our products and services.
• Product information: Provide clear, fair, and balanced general information about our financial instruments, platform features, and educational materials. All information is provided in a non-advisory capacity and must include appropriate risk disclosure in line with FCA requirements.
• Relationship management: Build and maintain professional client relationships by delivering a consistent standard of service, responding to enquiries promptly, and ensuring clients are treated fairly at all times.
• Compliance and conduct: Adhere to all regulatory requirements and internal compliance standards throughout every client interaction, including accurate record-keeping, appropriate risk disclosure, and client suitability escalation.
• Continuous development: Stay current with industry developments, product changes, and regulatory updates through structured in-house training and ongoing professional development.

Qualifications

• Previous experience in a client-facing, customer service, or financial services role is advantageous but not essential.
• Strong verbal and written communication skills, with the ability to present information clearly and accurately.
• A professional and composed telephone manner.
• Resilience, self-motivation, and the ability to work consistently under pressure.
• A conscientious approach to performance targets within a structured, compliant framework.
• Proficiency in standard computer applications and CRM systems.
• A demonstrated commitment to ethical conduct, client care, and regulatory compliance.

What to Expect

This is a performance-based role within a structured, target-driven environment. You will encounter challenges including client objections and demanding performance expectations. Success in this role requires consistency, professionalism, and the ability to maintain composure under pressure. This role is not suited to everyone, and that is intentional. We seek individuals who understand the demands of a regulated, performance-based environment and are motivated by structured professional growth and long-term career development.

Training and Selection Process

Our recruitment process is designed to identify candidates who are the right fit for the role and for a regulated financial services environment. Candidates who are successful at the first stage interview will be invited to attend a one-week, fully paid training programme. Training covers an introduction to the role, systems, client communication standards, and regulatory and compliance requirements as set out by the FCA. The training period also serves as a mutual assessment of suitability before a formal offer of employment is made.

Employee Benefits

• One week of fully paid in-house training, including regulatory and compliance training, following a successful first interview.
• Performance-based commission structure – earnings vary depending on individual results and are in line with responsible sales practices.
• Weekly and monthly incentive vouchers for top performers.
• Annual salary review and incremental increases.
• Fast-track progression opportunities – internal promotion is actively supported.
• Contributory pension scheme.
• Employee wellbeing programme.
• Free on-site parking.

Regulatory and Risk Disclosure

Fortrade Ltd is authorised and regulated in the UK by the Financial Conduct Authority (FCA). This is a non-advisory role; employees do not provide financial advice. CFD trading involves a significant risk of loss and may not be suitable for all investors.