At a Glance
- Tasks: Generate client meetings and provide expert legal advice in estate planning.
- Company: Join a reputable legal practice with over 20 years of experience in The City of London.
- Benefits: Earn commission-based income with potential earnings of £60,000+ by Year 3.
- Other info: Enjoy a growth-oriented environment with support for professional development.
- Why this job: Kickstart your career with comprehensive training and access to a robust client base.
- Qualifications: No prior experience needed; just bring your motivation and communication skills.
The predicted salary is between 49500 - 60500 £ per year.
Location: The City of London
Contract Type: Self-employed Contractor
Company Overview: Thornton & Baines Legal Ltd, a reputable legal practice with over 20 years of experience, is expanding its team. We offer a self-employed, commission-only opportunity to join our firm, partnering closely with Thornton & Baines IFA Ltd, an Independent Financial Adviser company with over £150 million under management. Thornton & Baines leverages cutting‑edge AI in our systems, ensuring our team stays at the forefront of the industry.
Role Overview: As a Broker at Thornton & Baines Legal, you’ll work with our extensive database of leads to generate client meetings. You will receive comprehensive training to provide top‑tier legal advice in estate planning and develop effective sales techniques. No prior experience is required; our robust training program will take you from entry‑level to a qualified estate planner. This is primarily an office‑based position located in The City of London, with a pathway to becoming an Independent Financial Adviser.
Key Responsibilities
- Deliver expert legal advice in Will writing, Trust planning, and Lasting Power of Attorney.
- Engage with potential clients, converting leads into business relationships.
- Make referrals to Thornton & Baines Independent Financial Advisers as necessary.
- Commit to continuous learning and knowledge‑building in estate planning.
- Uphold the highest standards of integrity, professionalism, and ethics.
Requirements
- Develop legal and financial knowledge to work towards the Diploma in Regulated Financial Planning (DipPFS).
- Ability to communicate effectively, fostering strong client relationships.
- Ensure documentation is completed and recorded correctly.
- Self‑motivated and driven, with the capability to work independently within a team environment.
- Ensure accurate and thorough completion of all documentation.
What We Offer
- Earnings Potential: OTE approximately £25,000 in Year 1, £35,000 in Year 2, and £60,000+ from Year 3.
- Qualification Support: All qualifications funded under the CII framework.
- Technology‑Enhanced Processes: Benefit from AI‑assisted operations.
- Client Bank Access: Direct access to a robust client base.
- Prime Location: Prestigious offices in The City of London.
- Growth‑Oriented Environment: Support for professional development with a collaborative team.
Job Type: Full‑time
Projected Pay: £25,000.00‑£40,000.00 per year
Pathway to becoming an Independent Financial Adviser
Comprehensive sales training (both hard and soft)
Schedule: Monday to Friday
Supplemental Pay: Commission‑based earnings, Performance bonus
Location Requirement: Must be able to commute or relocate to London before starting work.
Experience: No prior experience is required.
Seniority level: Entry level
Employment type: Full‑time
Job function: Financial Services and Legal Services
Junior Broker employer: Thornton & Baines IFA Ltd
Join a reputable financial services firm in the heart of The City of London, where you will receive comprehensive training and support as a Trainee Broker. With a strong focus on professional growth, our collaborative work culture encourages engagement with clients and the development of your financial expertise, all while offering an impressive earnings potential that can exceed £60,000 by Year 3. Experience the unique advantage of working in a vibrant city that fosters both personal and career advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Broker
✨Tap into Online Freelance Networks
Jump onto platforms like Upwork or Freelancer where finance and accounting gigs pop up all the time. Build a strong profile that showcases your financial controlling expertise, and don’t hesitate to apply for projects that fit your skillset.
✨Connect with Finance Communities
Join finance-specific groups on LinkedIn or forums like Finance Club. Engage in discussions and share insights to get noticed. This can lead to word-of-mouth recommendations and direct job leads from fellow finance professionals.
✨Show Off Your Knowledge
Create a public portfolio showcasing your projects or case studies related to financial controlling. Consider writing articles or blogs about finance trends or strategies, which can help establish your credibility and attract new clients.
✨Leverage Local Meetups
Keep an eye out for finance meetups or workshops in your area. They’re perfect for networking and can often lead to freelance opportunities. Plus, having that face-to-face connection can set you apart from the competition when clients are choosing who to hire.
We think you need these skills to ace Junior Broker
Some tips for your application 🫡
Show off your qualifications:In financial controlling, it's essential to highlight your relevant qualifications. Make sure to include any certifications like ACCA or CIMA in your CV, as they particularly catch the eye of hiring managers in this field. It's all about showcasing your expertise!
Portfolio of projects:As a freelancer, your portfolio is your best friend. Include case studies or summaries of past financial projects you've worked on. Clearly outline the challenges you faced, the solutions you implemented, and the outcomes. This not only showcases your skills but also proves your value to potential clients like Thornton & Baines IFA Ltd.
Be clear about your rates:When applying for freelance gigs, it's wise to be upfront about your rates in your application. Clearly stating your hourly or project-based fees can save both you and Thornton & Baines IFA Ltd time down the line. It shows you’re professional and ready to jump into negotiations.
Personalise your application:Don’t just send a generic application to Thornton & Baines IFA Ltd. Tailor your cover letter to include specific examples of how your skills in financial controlling align with their needs. Mention any software tools you're proficient with, like ERP systems or financial modelling tools, that are relevant to the role.
How to prepare for a job interview at Thornton & Baines IFA Ltd
✨Showcase Your Analytical Skills
In financial controlling, your ability to analyse data is vital. Make sure we highlight specific examples from your previous work where you've utilised analytical tools like Excel or specific forecasting software. The interviewers at Thornton & Baines IFA Ltd will want to see your numbers dance!
✨Prepare to Discuss Financial Strategies
Expect questions around how you approach financial strategy development. Have a few examples of successful strategies you've implemented in the past, as these can demonstrate your value to Thornton & Baines IFA Ltd. We should also think about discussing risk management, as it'll show you're thinking ahead.
✨Tailor Your Portfolio for Freelance Success
As a freelancer, your portfolio is your calling card! Let’s make sure it’s packed with case studies that showcase your financial projects, perhaps including any forecasting or budgeting you’ve done for diverse clients. Highlighting your versatility will be key to impressing Thornton & Baines IFA Ltd.
✨Pitch Your Services Confidently
When working as a freelancer, be prepared to discuss not just your experience but also your rates and value proposition. We need to have a clear idea of how your skills will fit into Thornton & Baines IFA Ltd's needs. Confidence in pitching your worth can go a long way!
