At a Glance
- Tasks: As a Private Client Director, you'll attract and advise high-net-worth clients on their investments.
- Company: Join a leading international Investment Management & Financial Planning firm with a stellar reputation.
- Benefits: Enjoy 100% remote work, generous bonuses, and perks like gym subsidies and medical cover.
- Other info: All leads are provided, allowing you to focus on building relationships and closing deals.
- Why this job: This role offers high earning potential and the chance to make a real impact in clients' lives.
- Qualifications: You must be Level 4 qualified with a strong sales track record in client acquisition.
The predicted salary is between 60000 - 150000 £ per year.
Job Description
Mbf are currently working with an international Investment Management & Financial Planning organisation to recruit a qualified Financial Adviser. Our client is looking for an individual who has a proven track record of bringing in new clients - must be Level 4 qualified.
The business specialises in providing advice to HNW individuals - The average client will have £600/£700k of investable assets.
The client is looking to recruit an ambitious & motivate individual, success within this organisation will be generously rewarded, with expected earnings to be six figures in year 1 and rising significantly over time due to their generous bonus structure.
These roles can be based anywhere across the UK and are 100% remote (you can travel to the office if you wish to do so).All leads are generated and qualified via the company's own marketing and telemarketing team (they would most likely pass on 80-90 enquiries per month which they hope you could transfer to 15/20 appointments), the company database (which would obviously involve phone work), and Advisers with longevity in the business will get more referrals from individuals they have assisted previously.
Package
- Basic salary of £60,000
- Excellent bonus scheme - paid both monthly & annually
- To sum up, you can expect to earn £100-£150k in year one. Years 3-4 £200-£250k appx. The top quarter of 35 current Advisors are earning £400-£500k+
- Travel expenses paid for by the company.
- Great company benefits package including: up to 14% pension contribution, medical cover, Dental cover, gym subsidy, season ticket loan etc
We are looking for successful individuals with a proven track record of sales results in gaining new clients. In order to be considered you MUST be Level 4 qualified with knowledge in investment advice, financial markets etc.
Private Client Director in London employer: mbf
Join a leading international Investment Management & Financial Planning organisation that values ambition and success. With a fully remote working model, generous earnings potential, and a robust support system for client acquisition, this company fosters a dynamic work culture that prioritises employee growth and well-being. Enjoy exceptional benefits including a substantial pension contribution, medical and dental cover, and a gym subsidy, making it an ideal environment for motivated professionals seeking to thrive in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Director in London
✨Tip Number 1
Network with other financial advisers and professionals in the industry. Attend relevant events or webinars to connect with potential colleagues and clients, as personal referrals can significantly boost your chances of landing this role.
✨Tip Number 2
Familiarise yourself with the latest trends in investment management and financial planning. Being knowledgeable about current market conditions and client needs will help you stand out during interviews and discussions with potential employers.
✨Tip Number 3
Prepare to discuss your previous successes in client acquisition. Have specific examples ready that demonstrate your ability to bring in new clients and how you achieved those results, as this is a key requirement for the role.
✨Tip Number 4
Research the company thoroughly before applying. Understand their values, services, and client demographics, so you can tailor your approach and show how your experience aligns with their goals during any conversations.
We think you need these skills to ace Private Client Director in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your Level 4 qualifications and any relevant experience in financial advising. Emphasise your track record of bringing in new clients, as this is a key requirement for the role.
Craft a Compelling Cover Letter:In your cover letter, express your motivation for applying and how your skills align with the company's focus on high-net-worth individuals. Mention specific achievements that demonstrate your ability to generate leads and close deals.
Showcase Your Knowledge:Demonstrate your understanding of investment advice and financial markets in your application. Use industry-specific terminology and examples to show that you are well-versed in the field.
Highlight Your Ambition:Since the company is looking for ambitious individuals, make sure to convey your career goals and how they align with the potential for growth within the organisation. Discuss your desire to achieve high earnings and contribute to the company's success.
How to prepare for a job interview at mbf
✨Showcase Your Track Record
Be prepared to discuss specific examples of how you've successfully brought in new clients in the past. Highlight your achievements and the strategies you used to attract high-net-worth individuals.
✨Demonstrate Industry Knowledge
Since the role requires a strong understanding of investment advice and financial markets, brush up on current trends and be ready to discuss them. This will show your potential employer that you're not only qualified but also passionate about the industry.
✨Emphasise Your Ambition
The client is looking for motivated individuals. Share your career goals and how they align with the company's vision. This will help convey your commitment to success and growth within the organisation.
✨Prepare Questions
Have insightful questions ready to ask during the interview. This could include inquiries about the company's approach to client acquisition or how they support their advisers in achieving their targets. It shows your interest and engagement.
