Private Client Director

Private Client Director

Full-Time 60000 - 60000 £ / year (est.) No working from home possible
mbf

At a Glance

  • Tasks: Bring in new clients and provide tailored financial advice to high-net-worth individuals.
  • Company: International Investment Management firm with a focus on client success.
  • Benefits: Remote work, competitive salary, and an excellent bonus structure.
  • Other info: Generous bonuses and leads provided, ensuring a supportive path to success.
  • Why this job: Join a rewarding environment with potential earnings of £100-£150k in your first year.
  • Qualifications: Must be Level 4 qualified with a proven track record in client acquisition.

The predicted salary is between 60000 - 60000 £ per year.

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.

The top quar...

mbf

Contact Details:

mbf Recruitment Team

We think you need these skills to ace Private Client Director

Level 4 Qualification
Client Acquisition
Financial Planning
Investment Management
High Net Worth (HNW) Advisory
Sales Skills
Relationship Management