At a Glance
- Tasks: Drive new business development and meet prospective clients remotely.
- Company: Join a leading US Asset Management firm managing over £200 billion.
- Benefits: Enjoy remote work, a 14% pension, bonuses, and life-changing earning potential.
- Why this job: Be part of a growing company with extensive training and no cold calling.
- Qualifications: Must have Level 4 financial advice qualification and strong sales skills.
- Other info: Work autonomously with the option to use the London office when desired.
The predicted salary is between 58000 - 60000 £ per year.
£58,000-£60,000 + OTE Year 1 £100-140k, Years 2-4 £200-300k, Year 5+ £500k + 14% Pension + Training + Bonus + Commission + Company Benefits
Remote
Are you a new business focused Level 4 Financial Advisor looking for a varied and autonomous role where you will be involved in spearheading the continued expansion of this £47 million turnover business who offer a range of competitive benefits including a 14% pension? This US Asset Management company has over £200 billion under their management and they are focused on continued growth. They are looking for Salespeople with a Financial Services background to come on board and boost their reach.
This role is lead supported meaning there will be no cold calling. Your role will involve contacting leads generated by the marketing team and conducting initial meetings. You will then earn commission if they decide to invest their money with the business.
This role is remote with the opportunity to work out of the company's Canary Wharf office (expenses paid) when desired. You will have autonomy to work your desk how you see fit with extensive training in the first 4 weeks, 2 of which will be in the London office.
Several company benefits including commission, a bonus, a bi-annual bonus, 14% pension, remote working and the opportunity to earn life-changing sums of money. This role would suit a Salesperson looking for an exciting and varied role where you will be responsible for the continued expansion of the business going forward. Earning potential for this role is astronomical. You will receive a £60k basic with commission increasing you to the below expected rates:
- Year 1 £100,000 - £140,000
- Years 2-4 £200,000 - £300,000
- Year 5+ £500,000
THE ROLE:
- New Business Development from leads generated by the marketing teams.
- Conducting meetings with prospective clients before handing them over to a client relationship manager.
- Remote with the opportunity to work out of the London office (expenses paid).
THE PERSON:
- Demonstrable sales skills.
- Looking to earn life-changing sums of money.
- Level 4 qualification in financial advice recognised by the Financial Conduct Authority.
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.
Contact Detail:
Ernest Gordon Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Sales Director (Financial Services)
✨Tip Number 1
Network with professionals in the financial services industry, especially those who have experience in asset management. Attend relevant events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends in asset management and financial advisory services. Being knowledgeable about current market conditions and investment strategies will help you stand out during discussions with the hiring team.
✨Tip Number 3
Prepare to discuss your previous sales achievements in detail. Highlight specific examples where you successfully converted leads into clients, as this role heavily relies on your ability to drive new business from existing leads.
✨Tip Number 4
Showcase your understanding of the company's values and mission during interviews. Demonstrating that you align with their goals and are passionate about contributing to their growth can make a significant impact on your candidacy.
We think you need these skills to ace Private Client Sales Director (Financial Services)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your sales experience and Level 4 financial qualifications. Use specific examples of your achievements in new business development to demonstrate your suitability for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your desire to contribute to the company's growth. Mention your understanding of their business model and how your skills align with their needs.
Highlight Relevant Skills: Emphasise your demonstrable sales skills and any experience you have with client relationship management. This will show that you are well-equipped to handle the responsibilities of the Private Client Sales Director role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services industry.
How to prepare for a job interview at Ernest Gordon Recruitment
✨Showcase Your Sales Skills
Make sure to highlight your demonstrable sales skills during the interview. Prepare specific examples of how you've successfully closed deals or developed new business in the past, as this role heavily relies on your ability to convert leads into clients.
✨Understand the Company and Its Market
Research the US Asset Management company and its position in the financial services market. Familiarise yourself with their offerings and recent developments, so you can discuss how your skills align with their goals and how you can contribute to their continued growth.
✨Prepare for Lead Generation Discussions
Since this role involves working with leads generated by the marketing team, be ready to discuss how you would approach these leads. Think about your strategies for conducting initial meetings and how you would build rapport with prospective clients.
✨Emphasise Your Desire for Autonomy
This position offers a high level of autonomy, so express your enthusiasm for managing your own desk and working independently. Share examples of how you've thrived in similar environments and how you plan to take initiative in driving business expansion.