Private Client Director -RDR Level 4 (Remote)
Private Client Director -RDR Level 4 (Remote)

Private Client Director -RDR Level 4 (Remote)

Full-Time 43200 - 72000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with high-net-worth clients and schedule face-to-face appointments.
  • Company: Join a leading firm focused on private client services.
  • Benefits: Enjoy a remote work setup and competitive compensation.
  • Why this job: Make a difference in clients' financial journeys while working flexibly.
  • Qualifications: Must hold RDR Level 4 qualification to apply.

The predicted salary is between 43200 - 72000 Β£ per year.

Our client is looking for a Private Client Director, RDR Level 4 to join their team on a permanent basis. This is mainly a remote role.

Please note that only candidates with RDR Level 4 qualification will be taken into consideration; if you do not hold this qualification, please do not apply.

As a Private Client Director, you will call HNW leads we provide, qualifying and scheduling face-to-face appointments.

Private Client Director -RDR Level 4 (Remote) employer: Barbara Houghton

Join a forward-thinking company that values its employees by offering a flexible remote working environment, competitive compensation, and a strong focus on professional development. As a Private Client Director, you will thrive in a culture that encourages collaboration and innovation, while having access to high-net-worth leads that enhance your career growth and success.
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Contact Detail:

Barbara Houghton Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Private Client Director -RDR Level 4 (Remote)

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance sector and let them know you're on the hunt for a Private Client Director role. You never know who might have a lead or can put in a good word for you.

✨Tip Number 2

Prepare for those calls! Since you'll be qualifying HNW leads, practice your pitch and questions. Make sure you can confidently discuss how your RDR Level 4 qualification makes you the perfect fit for the role.

✨Tip Number 3

Stay organised! Keep track of the leads you call and the outcomes. This will help you refine your approach and show potential employers that you're proactive and detail-oriented.

✨Tip Number 4

Apply through our website! We make it easy for you to find roles that match your skills. Plus, applying directly shows your enthusiasm and commitment to joining the team.

We think you need these skills to ace Private Client Director -RDR Level 4 (Remote)

RDR Level 4 Qualification
Client Relationship Management
Lead Qualification
Appointment Scheduling
Communication Skills
Sales Skills
Negotiation Skills
Financial Services Knowledge
High Net Worth (HNW) Client Engagement
Remote Working Skills

Some tips for your application 🫑

Show Off Your RDR Level 4 Qualification: Make sure to highlight your RDR Level 4 qualification right at the start of your application. We want to see that you meet this essential requirement, so don’t be shy about it!

Tailor Your CV and Cover Letter: When applying, customise your CV and cover letter to reflect the skills and experiences that align with the Private Client Director role. We love seeing how your background fits with what we’re looking for!

Be Clear and Concise: Keep your application clear and to the point. We appreciate straightforward communication, so avoid fluff and get straight to the relevant details that showcase your expertise.

Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!

How to prepare for a job interview at Barbara Houghton

✨Know Your RDR Level 4 Inside Out

Make sure you’re fully up to speed with the RDR Level 4 qualification. Brush up on key concepts and regulations, as you might be asked to demonstrate your knowledge during the interview. Being able to discuss how this qualification applies to your role will show that you're serious about the position.

✨Prepare for HNW Client Conversations

Since you'll be dealing with high-net-worth clients, practice your communication skills. Think about how you would approach qualifying leads and scheduling appointments. Role-playing these scenarios can help you feel more confident and articulate during the actual interview.

✨Research the Company’s Values and Culture

Take some time to understand the company’s mission and values. This will not only help you tailor your answers but also allow you to ask insightful questions. Showing that you align with their culture can set you apart from other candidates.

✨Dress the Part, Even Remotely

Even though the role is remote, dressing professionally for the interview is crucial. It sets the right tone and shows that you take the opportunity seriously. Plus, it can boost your confidence during the conversation!

Private Client Director -RDR Level 4 (Remote)
Barbara Houghton

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