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- Tasks: Support Financial Advisers by securing qualified appointments through networking and client research.
- Company: Established British company with a young, dynamic team of financial advisors.
- Benefits: Competitive salary plus commission, comprehensive training, and strong career development opportunities.
- Why this job: Join a rapidly expanding company and train to become a financial consultant with full support.
- Qualifications: Experience in telesales or client-facing roles, excellent communication skills, and strong organisational abilities.
- Other info: Work remotely initially, with clients rating the company 9/10 on TrustPilot.
The predicted salary is between 1500 - 1500 £ per month.
Our client is an experienced and established British ran company with a young team of highly qualified advisors. The company has an incredible business in Europe and is looking for experienced coordinators to support their Admin team in the UK. These are people who have previously worked in client-facing and in telesales and/or in appointment-making roles, preferably within the financial services (financial planning / investments / insurance) industry. Outstanding, clear articulate English communication skills, both verbal and written, are the most important attributes of the successful candidates.
You will be working alongside a team of appointed Financial Advisers and your main job will be to help them to secure qualified appointments (meetings) through extensive networking and area-based client research.
Responsibilities- Support the Financial Advisers by helping to secure qualified appointments (meetings) through extensive networking and area-based client research.
- Make a high volume of prospecting calls to generate leads and appointments.
- Proactively source leads from the internet, networking events, social media, and business networking sites.
- Previous experience in a Business Development Manager role, preferably in financial services.
- Skilled in using Microsoft Office Suite.
- Excellent communication and people skills.
- Well developed negotiation skills.
- Customer support experience.
- Excellent time management and planning skills.
- Currently in a telesales or client-facing role: 1 year’s experience.
- Crisp, clear, articulate English with a Western-style phone manner: 1 year’s experience.
- Speak in a clear English accent with preferably no other discernible accent.
- Highly organized.
- Ability to make a high volume of calls to prospects.
- Ability to proactively source leads from multiple channels (internet, events, social media, networks).
Salary: 1800 EURO / 1500 GBP / USD 2000 + 10% of commission on issued business per month.
Additional InformationOur client will provide comprehensive training to excel within the role as a financial coordinator / BDM.
Unique Selling Points- The role offers the opportunity to train to be a financial consultant with full company support.
- Exclusive partnership in the Middle East with a leading UK fund manager with excellent track record.
- Aggressive expansion plans across the Middle East, Europe and Far East, offering strong career development prospects.
- No office costs.
- Clients rate the IFA company 9 out of 10 stars on TrustPilot.
This position would best suit experienced UK / EU candidates as most of the consumers served are Western expatriates. Only candidates with existing experience in financial telesales or a client-facing sales role (1+ year minimum) will be considered.
FINANCIAL PLANNING COORDINATOR employer: International Financial Advisor Jobs
Contact Detail:
International Financial Advisor Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FINANCIAL PLANNING COORDINATOR
✨Network Like a Pro
Get out there and start networking! Attend industry events, join relevant online groups, and connect with people on LinkedIn. The more connections you make, the better your chances of landing that Financial Planning Coordinator role.
✨Master Your Pitch
When you're making those prospecting calls, have a clear and concise pitch ready. Practice makes perfect, so rehearse what you want to say until it flows naturally. Remember, first impressions count!
✨Leverage Social Media
Use social media to your advantage! Share insightful content related to financial planning and engage with potential clients. This not only showcases your knowledge but also helps you build a personal brand in the industry.
✨Stay Organised
Keep track of your leads and appointments with a solid system. Whether it's a spreadsheet or a CRM tool, staying organised will help you manage your time effectively and ensure you don’t miss any opportunities.
We think you need these skills to ace FINANCIAL PLANNING COORDINATOR
Some tips for your application 🫡
Show Off Your Communication Skills: Since clear and articulate English is key for this role, make sure your written application reflects that. Use straightforward language, avoid jargon, and keep it professional yet friendly. We want to see your personality shine through!
Tailor Your Application: Don’t just send a generic CV and cover letter. Take the time to highlight your relevant experience in financial services, telesales, or client-facing roles. We love seeing how your background aligns with what we’re looking for!
Be Specific About Your Experience: When detailing your previous roles, focus on specific achievements and responsibilities that relate to the Financial Planning Coordinator position. Numbers and examples can really make your application stand out to us!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at International Financial Advisor Jobs
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning, investments, and insurance. Be ready to discuss industry trends and how they relate to the role. This shows you’re not just a pretty face but someone who understands the business.
✨Practice Your Pitch
Since you'll be making a high volume of calls, practice your communication skills. Role-play with a friend or family member to refine your pitch. Make sure you can articulate your thoughts clearly and confidently, as this is crucial for securing those appointments.
✨Show Off Your Networking Skills
Prepare examples of how you've successfully sourced leads in the past. Whether it’s through social media, networking events, or cold calling, have specific stories ready to demonstrate your proactive approach to lead generation.
✨Time Management is Key
Be ready to discuss how you manage your time effectively, especially when making a high volume of calls. Share strategies you use to stay organised and ensure you’re hitting your targets without burning out.