Junior Broker

Baines IFA Ltd; London; On-site; GBP 25,000 - 40,000; Part time

Job summary

A financial services firm in London is seeking a Trainee Broker focusing on generating client meetings and delivering estate planning advice. This is a commission-only position with earnings potential rising to £60,000+ by Year 3. Comprehensive training will be provided, making it ideal for those with no prior experience. Applicants must be willing to commute or relocate to London.

Benefits

Qualification support

Technology-enhanced operations

Direct access to a client bank

Qualifications

• Develop knowledge towards the DipPFS.
• Ability to communicate effectively with clients.
• Self-motivated and able to work independently.

Responsibilities

• Deliver expert legal advice in estate planning.
• Engage with potential clients to convert leads.
• Commit to continuous learning for career development.

Skills

Effective communication

Self-motivation

Legal and financial knowledge

Education

Diploma in Regulated Financial Planning (DipPFS)

Job description

Overview

Job Title: Trainee Broker – Commission Only

Location: The City of London

Contract Type: Self-employed Contractor

Company Overview: Thornton & Baines Legal Ltd, a reputable legal practice with over 20 years of experience, is expanding its team. We offer a self-employed, commission-only opportunity to join our firm, partnering closely with Thornton & Baines IFA Ltd, an Independent Financial Adviser company with over £150 million under management. Thornton & Baines leverages cutting-edge AI in our systems, ensuring our team stays at the forefront of the industry.

Role Overview

As a Broker at Thornton & Baines Legal, you’ll work with our extensive database of leads to generate client meetings. You will receive comprehensive training to provide top-tier legal advice in estate planning and develop effective sales techniques. No prior experience is required; our robust training program will take you from entry-level to a qualified estate planner. This is primarily an office-based position located in The City of London, with a pathway to becoming an Independent Financial Adviser.

Key Responsibilities

• Deliver expert legal advice in Will writing, Trust planning, and Lasting Power of Attorney.
• Engage with potential clients, converting leads into business relationships.
• Make referrals to Thornton & Baines Independent Financial Advisers as necessary.
• Commit to continuous learning and knowledge-building in estate planning.
• Uphold the highest standards of integrity, professionalism, and ethics.

Requirements

• Develop legal and financial knowledge to work towards the Diploma in Regulated Financial Planning (DipPFS).
• Ability to communicate effectively, fostering strong client relationships.
• Ensure documentation is completed and recorded correctly.
• Self-motivated and driven, with the capability to work independently within a team environment.
• Ensure accurate and thorough completion of all documentation.

What We Offer

• Earnings Potential: OTE approximately £25,000 in Year 1, £35,000 in Year 2, and £60,000+ from Year 3.
• Qualification Support: All qualifications funded under the CII framework.
• Technology-Enhanced Processes: Benefit from AI-assisted operations.
• Client Bank Access: Direct access to a robust client base.
• Prime Location: Prestigious offices in The City of London.
• Growth-Oriented Environment: Support for professional development with a collaborative team.

Locations and related job postings listed below are for context and are not part of this specific role.