The Trainee wealth managers role begins with learning how to generate activity, inbound and outbound leads for specific areas of financial planning Hoxton specialize in.
You will be exposed to various facets of the business including investment management, paraplanning, client servicing, technical advice and much more.
You will be required to make a minimum of 100 calls daily, 1 booking a day, which is an absolute minimum.
Our client is looking for an experienced Underwriting Manager to join our expanding team based in the Borehamwood office.
The candidate should have previous experience in underwriting (preferably bridging) and managing a team and an eye for detail paired with efficient working practices.
The candidate must be highly personable and able to build good working relationships with our panels of brokers, solicitors and valuers.
We are looking for a highly motivated and results driven Account Manager to join our team.
As an Account Manager your role involves building strong customer relationships, managing your sales pipeline, and proactively reaching out to customers who have applied for car finance.
The role has no cold calling but the ideal candidate will have a passion for sales, excellent communication skills, and a proven track record of success in a high-volume phone-based role.