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For Companies At a Glance
- Tasks: Focus on winning new clients and building relationships without the admin hassle.
- Company: Fast-growing wealth management firm with a supportive structure.
- Benefits: Competitive salary, uncapped earnings, and a home-based role.
- Why this job: Escape compliance grind and do what you love: client acquisition.
- Qualifications: Experience in financial services and a passion for new business.
- Other info: Join a growth-focused team with strong leadership and support.
The predicted salary is between 36000 - 60000 £ per year.
Tired of the Regs, Reviews & Red Tape? Focus on What You Do Best. Winning New Clients.
With UK regulatory pressures on independent financial advisors continuing to tighten, it’s becoming harder to grow a book, stay compliant, and deliver real value to clients, especially if you’re juggling ongoing reviews, admin, and back-office tasks.
If your strength lies in new business and relationship building, and you’d rather focus on that than file-checking and suitability reports, this opportunity could be a breath of fresh air.
We’re working with a large, privately owned, and fast-growing wealth management firm that’s built a model that allows you to concentrate on client acquisition, without being weighed down by the operational headaches of running your own practice or servicing a legacy book.
What’s the Role?
You’ll be the front end of the business, receiving warm leads from the internal teams, engaging prospective clients, and closing new business. You won’t be expected to manage long‑term client relationships or run annual reviews—that’s handled by a separate team of technical planners and support staff. This is a rare chance to focus purely on the part of the job most advisors enjoy and excel at: building relationships and winning new clients.
Who’s It For?
- Loves the thrill of new business and wants to double down on that.
- Is perhaps finding the current compliance burden and admin of regulated advice too restrictive.
- Wants to stay in the industry, but in a more commercial, focused role.
- An IFA or Wealth Manager looking to get away from servicing existing books and focus on growth.
- A former advisor who has stepped back from advice but still has a strong commercial and sales focused role in the HNW/wealth space.
- Someone who understands financial services and HNW clients, but is now looking for a sharper, more focused role.
Why This Firm?
- Smart structure: They’ve separated acquisition from ongoing advice, so you can specialise.
- Real support: A strong brand, proven process, and full planning + compliance backing.
- Compelling proposition: They have a clear investment philosophy and value‑led approach that resonates with HNW clients.
- Growth mindset: Backed by experienced leadership and investment, this is a business on the up.
Location: Home-based
Compensation: Competitive base + uncapped performance‑based earnings
If you’re ready to escape the compliance grind and return to what you do best, let’s talk.
Seniority Level: Director
Employment Type: Full‑time
Job Function: Finance, Sales, and Business Development
Industries: Investment Management and Financial Services
Private Client Sales - Wealth Management in London employer: H-Squared
Contact Detail:
H-Squared Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Sales - Wealth Management in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn. Remember, it’s all about building those relationships!
✨Tip Number 2
Practice your pitch! You want to make a killer first impression when you engage with prospective clients. Spend some time crafting and rehearsing your elevator pitch so you can confidently showcase your strengths in client acquisition without getting bogged down by compliance talk.
✨Tip Number 3
Leverage warm leads! Since this role provides you with warm leads from internal teams, make sure you’re ready to act quickly. Have a strategy in place for following up and converting those leads into clients. The quicker you respond, the better your chances of closing the deal!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got all the resources you need to help you land that dream job in wealth management. Plus, applying directly through us gives you a better shot at standing out in the crowd. Let’s get you focused on what you do best!
We think you need these skills to ace Private Client Sales - Wealth Management in London
Some tips for your application 🫡
Show Your Passion for New Business: When writing your application, let your enthusiasm for client acquisition shine through. We want to see how much you love building relationships and winning new clients, so share any relevant experiences that highlight this passion.
Keep It Clear and Concise: We appreciate straightforward communication, so make sure your application is easy to read. Avoid jargon and keep your sentences short and to the point. This will help us quickly understand your strengths and fit for the role.
Tailor Your Application: Make sure to customise your application to reflect the specifics of this role. Highlight your experience in financial services and how it aligns with our focus on new business, rather than compliance-heavy tasks. We want to see why you're the perfect fit!
Apply Through Our Website: To ensure your application gets the attention it deserves, please apply directly through our website. This way, we can easily track your application and get back to you faster. Plus, it shows you're serious about joining our team!
How to prepare for a job interview at H-Squared
✨Know Your Value Proposition
Before the interview, take some time to clearly define what makes you a great fit for this role. Think about your strengths in client acquisition and relationship building, and be ready to share specific examples of how you've successfully won new clients in the past.
✨Understand the Firm's Model
Familiarise yourself with the firm's unique structure that separates client acquisition from ongoing advice. Be prepared to discuss how this model aligns with your desire to focus on new business without the burden of compliance and admin tasks.
✨Prepare for Scenario Questions
Expect questions that assess your ability to engage prospective clients and close deals. Prepare scenarios where you overcame challenges in client acquisition or built strong relationships, showcasing your sales skills and understanding of HNW clients.
✨Show Enthusiasm for Growth
This role is all about growth, so express your excitement about the opportunity to specialise in client acquisition. Share your vision for how you can contribute to the firm’s growth mindset and demonstrate your commitment to driving results.
