Financial Advisor

Integrity Talent Solutions Ltd; Remote; GBP 51,000 - 60,000; Full time

Job summary

A leading global investment company is seeking a Private Client Director to operate remotely from the UK. The role involves managing high-net-worth clients, focusing on sales success in a consultative environment without cold calling. Candidates must possess an RDR level 4 qualification and a proven track record of sales in the financial services sector. Benefits include comprehensive healthcare, generous leave, and a robust retirement plan.

Benefits

Paid medical, dental, and health screening premiums

28 days annual leave with options to purchase more

Enhanced maternity pay package

Retirement pension plan with company contribution

Gym subsidy

Employee Assistance Program

Ongoing training and employee appreciation events

Qualifications

• Demonstrated ability to connect with diverse audiences.
• Proven track record of closing deals in financial services.
• Motivated to achieve financial goals and success.

Responsibilities

• Qualify and schedule appointments with high-net-worth leads.
• Provide consultative selling to close business.
• Focus on building and maintaining client relationships.

Skills

Sales success with stock market investors

Closing new investor business

Interpersonal skills

Education

RDR level 4 qualification

Job description

Private Client Director (Financial Services)

Location: Fully Remote

Salary: £60k basic + Commission (OTE £250k-350k+)

The Opportunity

A Global Investment Company are currently recruiting for a Private Client Director to cover an exclusive area within the UK. The primary responsibility of the PCD is to call high-net-worth leads the firm provides, qualifying and scheduling face‑to‑face appointments, and meeting with prospective clients for the purpose of gathering new clients and assets for the firm. This position is highly entrepreneurial and involves extensive calling (although no cold calling) and direct consultative selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling.

Your Qualifications

• RDR level 4 qualification
• Consistent and quantifiable individual sales success with stock market investors
• Quantifiable track record in closing new investor business
• Motivated mindset to set and reach goals: "money is a measure of success"
• Proven closer; outstanding documented sales ability
• Optimistic outlook; see failures as opportunities to improve and find solutions
• Ability to connect with a wide array of audiences through dynamic interpersonal skills
• Highly ethical and professional

Benefits

• 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
• Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
• A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
• Gym subsidy of up to £50 per month
• Employee Assistance Program and other emotional wellbeing services
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events