Ambitious Wealth Manager
1 day ago
Click and Connect Online Limited is an independent financial advisory consultancy that prioritizes safeguarding clients' financial futures.
Founded by UK-qualified financial advisers, our firm offers a fresh approach with dynamic energy that sets us apart in the global marketplace.
We aim to equip individuals with key competencies for success in their wealth management careers.
A well-supported selection process ensures we can deliver exceptional service that surpasses competitors.
Our employees are dedicated to gaining knowledge, skills, and expertise required to provide world-class financial planning and wealth management services to expatriates worldwide.
Full support is provided to achieve relevant qualifications, including the highly recognized Level 4 UK financial planning requirements.
Role Overview:
This role is pivotal in driving business growth by sourcing and nurturing new prospects.
The ideal candidate will be a self-starter with initiative and determination to succeed.
Effective communication skills are essential, as they will be responsible for articulating the benefits of our services to potential clients.
Main Responsibilities:
Sourcing new prospects through various mediums
Contacting prospects via telephone to introduce our business and schedule appointments
Promptly following up on company-provided leads and handling them effectively
Managing calendars and diaries to arrange meetings at suitable times
Maintaining relationships with prospects throughout the sales process
Following up with third parties involved in the sales process
Meeting and exceeding company KPIs and targets
Key Requirements:
A solid interest in building or advancing a career in financial services
Willingness to learn and strive for a minimum of Level 4 qualification
High-quality professional communication skills
A success and target-driven mindset
Positive self-motivation
A desire to be part of a firm with a strong reputation and growing global brand
Prior financial services experience is not necessary, but a driven and well-motivated individual is preferred
What We Value:
Fluent English language skills
Proven sales ability and entrepreneurial mindset
Competitive remuneration with exceptional earnings potential for top achievers
Regular incentives, including international conventions
Further potential opportunities to be part of aggressive expansion plans and open new offices globally
Important Note:
Ideally, candidates will have existing Assets Under Management (AUM) or a book of existing clients
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