

IFA Jobs
Looking for the freedom of being your own boss without all the
stress and investment of financial resource associated with running an IFA
business? Trade under Caravel Global brand as a Network Consultant.
This is an opportunity to be part of as yet small team with
superb training, constant support, really excellent remuneration levels and
transparent honesty. I can personally highly recommend the Principal. They’re
looking for at least two years’ offshore experience working in a wealth
management business.
REQUIREMENTS:
· This
position would ideally suit experienced UK financial advisors, or those with
experience advising UK / EU expatriates
· Proven
working experience as a Financial adviser
· Excellent
in communication and client-relationship skills
· Develop,
lead and manage the sales organization to advise on financial products and
solutions.
· Organizational
and will have time management skills
· Will
have the capability to build rapport with people from multiple nationalities,
jobs and industries
· Will
have the capacity to adapt to an often fast-paced industry
· Focused
approach to build business
RESPONSIBILITIES:
· Provide
strategic advice across a variety of financial products and services
· Assess
client’s overall financial picture, understand their needs and develop a solid
financial plan
· Guide
clients towards a profitable and secure financial decision
· Keep
abreast of new industry’s trends and research market to back up financial
consulting=
· Oversee
the course of the financial plan and update it, if necessary, to ensure profits
· Comply
with all industry rules and regulations
ADVISER PACKAGE:
· Competitive
Commission Structure
· Incentive
on Transferal of Existing Assets Under Management
You can work either face to face or remotely in any location you like. Please only apply if you have the required investment advisory / wealth management sales experience.
BDM Job
We looking for an experienced client relationship manger (also
called BDM’s or financial coordinators) to work from home.
Coordinators are 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:
· Assess
client’s overall financial picture, understand their needs to develop a solid
financial plan
· Promote
our client’s products and services portfolio
· Strengthen
relationships with our client’s customers
REQUIREMENTS:
· English
First Language (Business level)
· Previous
experience in a Business Development Manager role in international financial
services
· Skilled
in using Microsoft Office Suite
· Excellent
communication and people skills
· Well
developed negotiation skills
· Customer
support experience
· Excellent
time management and planning skills
· You
are currently in a telesales or client-facing role: 1 year’s experience
· You
have a crisp, clear and articulate English, Western-style phone manner: 1 years’
experience
· You
speak in a clear English accent with preferably no other discernible accent
· You
are highly organized
· Ability
to make high volume of phone calls to prospects.
· Ability
to proactively source leads, from the internet, from networking events to using
social media and business networking sites
INCENTIVES:
An industry leading 40% of gross commission for the first 6 months on all closed business, UNCAPPED, with
salary option after trial period.
MINIMUM REQUIREMENTS:
Only candidates with existing experience in financial telesales
experience (1+ year’s experience) will be considered for this role.
Where are our people from?


Costa Rica


Ghana
Ghana
Ghana
Montenegro




Ghana
Ghana
Panama


Dubai


Mauritius


Uganda


Ghana
Ghana
Malaysia
United Kingdom

