Careers

CRM/ParaPlanner

Job Specifications

Are you looking to further your career within telemarketing and sales?

Looking for a career with real progression and great commissions?

We want to hear from you!

We are a leading regulated, registered Financial Adviser firm and are now looking to expand our team in our existing locations in Luxembourg, Madrid and Geneva plus others. This is an exciting opportunity for someone who is looking to kick start their career in the financial arena.

No financial qualifications are required, all we ask is that you are a great communicator with the public and you have at least 2 years’ experience within a sales or telemarketing role.

As a CRM/Paraplanner, you would be reporting to and assisting the Wealth Manager to reach monthly and annual revenue targets. You will be computer literate, organised and goal orientated. The ideal candidate will be process orientated, pay close attention to detail and have analytical thinking skills.

Roles & Responsibilities:

  • Provide administrative assistance
  • Serve as first point of contact for incoming client communication
  • Cold and warm calling with prospective clients and working closely with the Wealth Manager
  • Prepare for client service review meetings, held by the Wealth Manager

Job Requirements:

  • Minimum of 2 years’ experience in Telemarketing/Cold Calling
  • Ability to operate under pressure and meet tight deadlines
  • Good team player and should meet or exceed goals
  • Be self-motivated, confident, energetic, driven and creative
  • Excellent interpersonal, communication and presentation skills
  • Fluent in English

What we will do for you:

  • Great bonus structure
  • On-going support and training
  • Defined career path within the company to Wealth Manager
  • Direct access to like-minded professionals

This is an exciting career for an ambitious candidate looking to really progress in their career and is excited about the opportunities in Luxembourg, Geneva and Madrid plus others. Please apply today to find our more and we will be in contact shortly to further discuss this position.

To apply, please send your CV and a motivational letter by e-mail to info@unitedadvisersgroup.com. Please make sure you quote the job title and location you are applying for in the subject of your e-mail.

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