Private Client Director

mbf.; City Of London; Remote; GBP 60,000; Full time

Job summary

A leading financial advisory firm in the UK is seeking a qualified Financial Adviser to work remotely. You will be responsible for converting client enquiries and providing investment advice. The role offers a basic salary of £60,000 with the potential to earn £100-£150k in the first year. Additional benefits include a generous bonus scheme, travel expenses, and a comprehensive company benefits package.

Benefits

Up to 14% pension contribution

Medical cover

Dental cover

Gym subsidy

Season ticket loan

Qualifications

• Proven track record of bringing in new clients.
• Experience in financial advisory role.
• Strong communication and interpersonal skills.

Responsibilities

• Convert enquiries into appointments.
• Manage client relationships and referrals.
• Provide high-quality financial advice.

Skills

Sales results in gaining new clients

Knowledge in investment advice

Understanding of financial markets

Education

Level 4 qualification

Job description

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.