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For Companies At a Glance
- Tasks: Focus on winning new clients without the hassle of compliance and admin tasks.
- Company: Join a fast-growing, privately owned wealth management firm with a strong brand.
- Benefits: Enjoy remote work, competitive pay, and uncapped performance-based earnings.
- Why this job: This role lets you specialise in client acquisition and relationship building, free from operational headaches.
- Qualifications: Ideal for those with financial services experience, especially in HNW client relations.
- Other info: Home-based position with a supportive team and a clear investment philosophy.
The predicted salary is between 36000 - 60000 £ per year.
Get AI-powered advice on this job and more exclusive features.
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 has 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?
This would suit someone who:
- 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.
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Private Client Sales - Wealth Management 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
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships now can lead to warm introductions when you apply.
✨Tip Number 2
Familiarise yourself with the latest trends and challenges in the financial services industry, especially regarding compliance and client acquisition. This knowledge will help you engage more effectively during interviews and demonstrate your understanding of the role.
✨Tip Number 3
Prepare to discuss your previous successes in client acquisition. Have specific examples ready that showcase your ability to build relationships and close deals, as this is a key focus of the role.
✨Tip Number 4
Research the company’s investment philosophy and value-led approach. Understanding their unique proposition will allow you to tailor your conversations and show how your skills align with their goals.
We think you need these skills to ace Private Client Sales - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client acquisition and relationship building. Focus on achievements that demonstrate your ability to win new clients, as this is the core of the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for new business development and how you thrive in a sales-focused environment. Mention your understanding of the financial services industry and how you can contribute to the firm's growth.
Showcase Relevant Skills: Emphasise skills that align with the job description, such as strong communication, negotiation abilities, and a proactive approach to client engagement. Use specific examples to illustrate these skills.
Research the Company: Familiarise yourself with the wealth management firm’s values, investment philosophy, and market position. This knowledge will help you tailor your application and demonstrate your genuine interest in the role.
How to prepare for a job interview at H-Squared
✨Showcase Your Sales Skills
Make sure to highlight your experience in client acquisition and relationship building. Prepare specific examples of how you've successfully won new clients in the past, as this role is all about bringing in new business.
✨Understand the Firm's Proposition
Research the wealth management firm's investment philosophy and value-led approach. Being able to articulate how your skills align with their model will demonstrate your genuine interest and fit for the role.
✨Prepare for Compliance Questions
Even though the role focuses on new business, be ready to discuss your understanding of compliance in the financial services industry. This shows that you are aware of the regulatory landscape and can navigate it effectively.
✨Express Your Desire for Specialisation
Communicate your enthusiasm for focusing solely on client acquisition without the burden of ongoing reviews. This aligns with the firm's structure and shows that you are looking for a role that plays to your strengths.
