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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, commission, comprehensive training, and potential career growth as a financial consultant.
- Other info: Work remotely initially, with strong career development opportunities in Europe and the Middle East.
- Why this job: Join a fast-growing company with exciting expansion plans and make a real impact in financial services.
- Qualifications: Experience in telesales or client-facing roles, excellent communication skills, and a can-do attitude.
The predicted salary is between 1500 - 1500 £ per month.
This role is open to FCA-regulated professionals (DipPFS, CISI Level 4, CFP) based in the United Kingdom. Most of our clients provide full visa sponsorship, some offer relocation assistance, and guidance on cross-border compliance for international placements.
Our client is an experienced and established British 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 secure qualified appointments (meetings) through extensive networking and area-based client research.
Requirements:- 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
- 1 year’s experience in a telesales or client-facing role
- Crisp, clear and articulate English, Western-style phone manner
- Ability to make a high volume of phone calls to prospects
- Ability to proactively source leads from the internet, networking events, social media and business networking sites
- Highly organized
- Very motivated with a can-do attitude
- Lots of energy
- Very friendly with a vivacious, outgoing personality
- Flawless work ethic
- Proven ability to excel beyond targets and deadlines
Salary: 1800 EURO / 1500 GBP / U$2000 + 10% of commission on issued business per month. Our client will provide you with comprehensive training which will allow you to excel within your role as a financial coordinator / BDM.
Unique Selling Points:- This role will also give you the opportunity to train to be a financial consultant should you wish to do so with the full support of the company.
- Exclusive partnership in the Middle East with a leading UK fund manager with an excellent track record and trail producing funds.
- Aggressive expansion plans through the Middle East, Europe and Far East giving 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 by my client are typical Western expatriates. Only candidates with existing experience in financial telesales or a client-facing sales role (1+ year minimum experience) will be considered for this role.
Financial Planning Coordinator - London, UK employer: Prestige IFA Jobs
Contact Detail:
Prestige IFA Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Coordinator - London, UK
✨Network Like a Pro
Get out there and start networking! Attend industry events, join relevant online groups, and connect with professionals in the financial services sector. The more people you know, the better your chances of landing that Financial Planning Coordinator role.
✨Master Your Pitch
Practice your elevator pitch until it’s smooth as butter. You want to be able to clearly articulate who you are, what you do, and why you’re the perfect fit for the job. Remember, first impressions count!
✨Follow Up Like a Boss
After meeting someone or applying for a role, don’t just sit back and wait. Follow up with a friendly email or message to express your interest and keep yourself on their radar. It shows initiative and enthusiasm!
✨Utilise Our Website
Don’t forget to check out our website for job openings and resources. We’ve got loads of tips and tools to help you ace your job search and land that dream role in financial planning. Let’s get you hired!
We think you need these skills to ace Financial Planning Coordinator - London, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Coordinator role. Highlight your experience in client-facing roles and any relevant financial services background. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Be sure to mention your communication skills and any experience you have in telesales or appointment-making.
Show Off Your Communication Skills: Since outstanding communication is key, make sure your written application reflects this. Use clear, articulate language and check for any typos or errors. We love a polished application!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Prestige IFA Jobs
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around financial planning and investments. Be ready to discuss your previous experience in telesales or client-facing roles, and how it relates to the position you're applying for.
✨Show Off Your Communication Skills
Since outstanding communication is key for this role, practice articulating your thoughts clearly and confidently. You might even want to prepare a few examples of how you've successfully communicated with clients in the past.
✨Demonstrate Your Organisational Skills
Be prepared to talk about how you manage your time and stay organised, especially when making high volumes of calls. Share specific strategies you use to keep track of leads and appointments, as this will show you’re ready for the fast-paced environment.
✨Bring Your Energy and Positivity
This role requires a vivacious personality, so let your enthusiasm shine through during the interview. Share stories that highlight your motivation and can-do attitude, and don’t forget to smile – it goes a long way!