Our client are a global company established in the 1970’s and now present in Europe, Middle East, Asia & Australasia as well as having multiple offices in the United States. Originally dealing with corporate finances and asset management, the company moved in to the Private Wealth space in 1995 and have grown year on year since then.
Since expanding in the UK via their first UK office in the early 2000s, the company have in excess of £2B under management through private clients in the UK alone.
They are now seeking ambitious and driven financial advisers/wealth managers to join their growing team of Private Client Directors.
The main responsibilities of the role are contacting the HNW client leads supplied by the company and scheduling appointments to expand the client base and the assets of the firm. Thereafter dedicated teams covering Portfolio management and client services, will ensure the transition and retention of the client relationship, enabling you to spend more time with clients.
All applicants with hold a minimum of Level 4 DipFA ( or equivalent ) and have a track record of sales success within financial services. In addition, you’ll have first class communication skills and a real desire to be successful and earn well for your efforts. This role can be home based so drive and focus are essential to your success.
The starting salary for Private Client Directors is £60,000 with a 1st year expectation of earning £80,000. This rises to £120,000+ from year 2 onwards.
In addition, this company offers an outstanding pension scheme with generous contributions, season ticket loans and other personal benefits.
This is an outstanding opportunity for motivated financial advisers based anywhere in the UK
