My new client is a borderless IFA practice, designed to help experienced advisers grow their business. Their international advisers operate on a fee only basis so this means that whatever they earn they get to keep, with no ceiling on earning potential. A good income opportunity for coordinators.
This opportunity is idea for 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 to secure qualified appointments (meetings) through extensive networking and area-based client research.
RESPONSIBILITIES: - Contacting clients and setting up meetings, either within an office environment or in clients' business premises
- Promoting the services the company provides
- Liaising with your Financial Advisor and financial institutions
- Providing Administrative support to your Financial Advisor, preparing forms, agreements and applications
- Answering telephone calls
- Managing and organizing appointments and meetings
- Managing your Financial Advisor's diary
- Managing databases
- Attending events/meetings as the Financial Advisor's representative.
REQUIREMENTS: - Excellent telephone skills, Good verbal and written communication skills in English
- Capacity to adapt to a fast-paced environment
- Manage time effectively, Calm under pressure and capable of thinking on their feet
- Work well as part of a big team and Outgoing personality
- Organizational skills, Accuracy and Efficiency
- Self-motivated
COMPANY OFFERS:
- Defined career path
- Global opportunities
- As a Financial Coordinator, you fulfill an active role that provides a challenge, with tangible results, and an instrumental function that is never, ever boring
- As part of the worldwide team, you will receive comprehensive onsite training
- An attractive remuneration
- Great office atmosphere with regular social events.
INCENTIVES:
- Salary – 6,000 AED per month and 3,000 AED per month rent and 10% of commission generated
- Non-salary – 6,000 AED per month retainer, 3,000 AED per month rent and 20% of commission generated
- If you are relocating to their UAE office, they will arrange your flights and help with finding accommodation.
MINIMUM REQUIREMENTS: Only candidates with existing experience in financial telesales or a client-facing sales role (1+ year's experience) will be considered for this role.