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- Tasks: Generate client meetings and provide expert legal advice in estate planning.
- Company: Join Thornton & Baines, a leading legal practice with 20+ years of experience.
- Benefits: Enjoy commission-based earnings, qualification support, and AI-enhanced processes.
- Why this job: Gain valuable skills, work in a collaborative environment, and access a robust client base.
- Qualifications: No experience needed; just bring your motivation and communication skills.
- Other info: Office-based role in The City of London with a clear pathway to becoming an Independent Financial Adviser.
The predicted salary is between 20000 - 40000 £ per year.
Job Title: Trainee Broker – Commission Only
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
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Junior Broker employer: Thornton & Baines IFA Ltd
Contact Detail:
Thornton & Baines IFA Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Broker
✨Tip Number 1
Network with professionals in the financial services and legal sectors. Attend industry events or join relevant online forums to connect with individuals who can provide insights about the role and potentially refer you to the hiring team.
✨Tip Number 2
Familiarise yourself with estate planning concepts, such as Will writing and Trust planning. This knowledge will not only help you during interviews but also demonstrate your commitment to the role and your eagerness to learn.
✨Tip Number 3
Prepare to discuss how you would approach generating leads and converting them into clients. Think of strategies that align with the company's use of AI technology, showcasing your understanding of modern sales techniques.
✨Tip Number 4
Showcase your self-motivation and ability to work independently by sharing examples from your past experiences. Highlight any instances where you took initiative or overcame challenges, as this will resonate well with the company's values.
We think you need these skills to ace Junior Broker
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Junior Broker at Thornton & Baines. Familiarise yourself with estate planning, Will writing, and Trust planning to demonstrate your interest in the field.
Tailor Your CV: Craft your CV to highlight any relevant skills or experiences, even if they are not directly related to finance. Emphasise your communication skills, self-motivation, and ability to work independently, as these are key traits for this role.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention how the training provided aligns with your career goals and why you are excited about the opportunity to work in a technology-enhanced environment.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services industry.
How to prepare for a job interview at Thornton & Baines IFA Ltd
✨Research the Company
Before your interview, take some time to learn about Thornton & Baines IFA Ltd. Understand their services, values, and how they leverage AI in their operations. This knowledge will help you tailor your responses and show genuine interest.
✨Prepare for Common Questions
Anticipate questions related to your motivation for applying, your understanding of estate planning, and how you handle client relationships. Practising your answers can help you feel more confident during the interview.
✨Showcase Your Communication Skills
As a broker, effective communication is key. During the interview, demonstrate your ability to articulate your thoughts clearly and engage in a two-way conversation. This will reflect your potential to build strong client relationships.
✨Express Your Willingness to Learn
Since no prior experience is required, emphasise your eagerness to learn and grow within the role. Discuss any relevant skills or experiences that showcase your self-motivation and commitment to continuous professional development.
