Private Client Director

New Today

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.

Overview

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 and motivated individual. Success within this organisation is expected to be generously rewarded, with earnings to six figures in year 1 and rising over time due to a 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).

Responsibilities

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 convert to 15/20 appointments), the company database (which would involve phone work), and advisers with longevity in the business will receive 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. Years 3-4 £200-£250k approx. The top quarter of 35 current Advisers are earning £400-£500k+
  • Travel expenses paid for by the company.
  • Great company benefits package including: up to 14% pension contribution, medical cover, dental cover, gym subsidy, season ticket loan, etc.

Qualifications & Requirements

We are looking for successful individuals with a proven track record of sales results in gaining new clients. In order to be considered you MUST be Level 4 qualified with knowledge in investment advice, financial markets, etc.

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Location:
City Of London, England, United Kingdom
Salary:
£125,000 - £150,000
Job Type:
FullTime
Category:
Sales

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