Trainee Financial Advisor

  • Full Time
  • London, United Kingdom
  • 24,000 GBP Annual Salary initially + 10% Gross Commission on 100,000 GBP Plus GBP / Year
  • Salary: 24,000 GBP Annual Salary initially + 10% Gross Commission on 100,000 GBP Plus

advisorjobs Prestige IFA Jobs

My client in the UAE is a borderless IFA practice, designed to help experienced advisers grow their business. Their international advisers operate on a fee and commission basis with no ceiling on earning potential.

This opportunity is for those specifically resident in the UK-, with no prior UAE experience, who want to become trainee financial advisors and take the next step in their career becoming fully fledged and qualified UK financial advisors working in the offshore space.

The Trainee wealth managers role begins with learning how to generate activity, inbound and outbound leads for specific areas of financial planning our client specialize in.

You will be required to make a minimum of 100 calls daily, 1 booking a day, which is an absolute minimum.

You will be exposed to various facets of the business including investment management, paraplanning, client servicing, technical advice and much more.

There are monthly incentives you can qualify for based on your performance. You will start as a trainee and train for 24/36 months whilst doing your UK qualifications to become a financial adviser in one of our locations around the world.

The course starts with three months of structured training in our UK office with very qualified and experienced managers at your disposal before moving to our international Dubai office if we feel you are ready and have what it takes to pursue a career in wealth management.

Attributes we require for a BDM to Pathway Advisor.

  1. Confident & Competitive: We seek candidates who possess self-assuredness and a competitive spirit, often demonstrated through high-level sports involvement.
  2. Eager to Learn:  We look for individuals who are enthusiastic about improving and learning new skills. Past examples of learning and growth are valuable.
  3. Hardworking: We prioritize candidates who can provide evidence of their dedication and hard work, showcasing their ability to overcome challenges.
  4. Effective Communicators: We prefer candidates with a friendly and articulate telephone manner, emphasizing the importance of clear communication.
  5. Intelligent & Educated: We ideally require at least a minimum of sixth form or college education to demonstrate their ability to study and comprehend financial concepts.
  6. Disciplined: We want individuals who can establish routines, demonstrate commitment to schedules, and stick to a plan.
  7. Initiative & Entrepreneurship: Our client value candidates who have taken the initiative in personal or educational projects, showcasing their drive to succeed.
  8. Grit & Resilience: We seek candidates who have persevered through tough times and overcome challenges.
  9. Professional Appearance: We require candidates to present themselves well, with a clean and polished appearance.
  10. Persistence & Assertiveness: Our client emphasizes the importance of shameless persistence and a forward approach in pursuing goals.

TRAINING

  • Weekly training schedule starting with the 12-week training course.
  • Following this there will be a quarterly schedule with regular sessions throughout the full pathway.
  • The program will teach you everything needed to progress from generating business to a Stand-alone Wealth manager.

Package – Year one

  • 24,000 GBP Annual Salary
  • 5% Gross Commission on 0- 100,000 GBP
  • 10% Gross Commission on 100,000 GBP Plus. (Rolling 12 months)
  • Visa and Medical provided once in Dubai.

Package – Year Two  

  • 26,400 GBP Annual Salary
  • 10% Gross Commission on 100,000 GBP Plus. (Rolling 12 months)
  • Visa and Medical provided once in Dubai.

Package – Year Three 

  • 28,800 GBP Annual Salary
  • 10% Gross Commission on 100,000 GBP Plus. (Rolling 12 months)
  • Visa and Medical provided once in Dubai.

For more about this great opportunity starting in the UK, please apply today.

Please note: This position would typically suit young and eager UK candidates currently residing in the UK, with NO prior UAE footprint. This position is NOT for someone looking for an accounting / auditing or financial management type job. This is a client facing, sales and targets driven role.

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