Appointment Maker job in Dartford - progression to Trainee Financial Advisor

The Specialists in Financial Services Recruitment

Job Details

Appointment Maker - with progression to Trainee Financial Advisor Telesales & Appointment Maker
Reference ID: 7
  • Salary/OTESalary of £20,000 plus further salary increases as you progress in your role
  • Vacancy LocationDartford
  • RemunerationEmployed
  • RegionSouth East
Job description

Are you keen to get into Financial Services with a progressive role to take you from being an Appointment Maker through to becoming a successful Financial Advisor?

In this Appointment Maker job in Dartford, you will be supporting your team of expert Financial Advisors by making outbound calls to qualified leads. During the call, you will promote the benefits to clients of having an appointment with a Financial Advisor. No cold calling is involved.

As your skills and knowledge increase, you will be provided with increased responsibilities.  

Training and development for a Trainee Financial Advisor 

Through a structured development plan, you will go from Administrator to Trainee Financial Advisor. Within 3 months, you will sit your protection advice qualification. Plus, you will be enrolled in a professional training scheme to obtain CeMAP and DipFA.

Progression to becoming a Financial Advisor

Through the combination of obtaining your qualifications, on the job training and shadowing a Senior Financial Advisor, you will be equipped with all the skills to be a successful Financial Advisor.

Appointment Maker requirements 

  • Ideal for hard-working and ambitious team players, with serious career progression available for the right candidates
  • You should have outbound telephone experience

The Company

A highly regarded wealth management firm offering advice to private and corporate clients. The business has been successful in continuing to grow year on year through their excellent training and development provided to their ambitious staff, who continue to flourish.

Appointment Maker Benefits

  • Salary of £20,000 plus further salary increases as you progress in your role
  • Year 1 OTE of £30,000 with Year 2 OTE of £50,000
  • Tiered commission structure on the number of kept appointments you book
  • Dynamic environment with great team working ethic


Dartford, Kent

Call us now on 0208 0044 154 or click Apply

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