Financial Coordinator

Client of Prestige IFA

Our client based in the UAE is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding their client s financial future.
Founded by UK qualified financial advisers, our client offers a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace.
This job is best suited to self-starters who have initiative and the determination to succeed. Effective communication is absolutely essential for this role.
You will be required to learn the fundamental points around what our client do as a business and how the service they provide benefits their clients. Getting a good understanding of the products they use, the implications of the advice they provide, and the nature of their relationships with their clients is essential.
They expect all their Business Development Managers to maintain a positive attitude and to want to be the best at everything they do. Their BDM s should be eager to learn and capable of providing their prospects enough basic information when they are questioned on the phone.
Business Development Managers based in Dubai are offered the support they need to achieve their required financial qualifications and become Wealth Managers.
MAIN RESPONSIBILITIES:
• Sourcing new prospects through all available mediums
• Contacting new prospects via telephone to introduce the business and arrange an appointment
• Ensuring all company provided leads are contacted as promptly as possible
• Ensuring all company provided leads are handled in the most suitable way
• Managing calendars and diaries to ensure meetings are arranged at suitable times
• Maintaining a relationship with the prospect though-out the sales process
• Following up with any third parties involved in our sales process, including but not limited to: Pension administrators, trustees, life companies
• Meeting all KPI s to ensure all company minimum targets are exceeded
WHAT OUR CLIENT VALUES:
• Solid interest in building or furthering a career in Financial Services
• Those who are willing to learn all their Wealth Managers must strive to be a minimum of level 4 qualified
• High quality professional communicators
• Success and target driven
• Positive self-motivators
• Want to be a part of a firm with exceptionally strong reputation and growing global brand