Broker

SRM RECRUITMENT LIMITED ,
London, Greater London
More Details
Job Type: Full-time
Salary: £30,000 per annum

Overview

Role Summary: To build relationships with qualifying High Net Worth individuals that have an interest in tax efficient investments. Key Duties will include : Calling prospective clients and introducing our services and products Raising funds for SMEs via HNW contacts Keeping clients updated and informed of changes to political landscape as well as specific company updates and new investment opportunities Attending client presentations. This is an open forum where clients are able to listen to company owners giving updates on their respective investments and ask questions Regular compliance updates, making sure clients are not only suitable but stay suitable Qualifications & Skills Previous sales experience Bringing over a bank of clients who would invest into the EIS / SME space Well-educated, a pass in the regulation module a must, preferably securities and regulations too Ability to build and maintain relationships with clients Enthusiastic manner Proven track record obtaining desired results and achieving targets Ability to manage own time Results driven High degree of self-motivation and determination Demonstrate excellent communication and interpersonal skills with colleagues and clients Desire and determination to 'go the extra mile’ Maintain confidentiality at all times Demonstrate that you have the ability to work to achieve the Core values. You MUST be Level 4 Qualified

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