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Private Client Director

mbf.
Posted 25 days ago, valid for 16 days
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £55,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Mbf is recruiting a qualified Financial Adviser for an international Investment Management & Financial Planning organisation.
  • The ideal candidate must be Level 4 qualified and have a proven track record of acquiring new clients, particularly HNW individuals with £600/£700k of investable assets.
  • The role offers a basic salary of £60,000, with expected earnings of £100-£150k in the first year, which can rise significantly due to a generous bonus structure.
  • The position is fully remote, allowing candidates to work from anywhere in the UK, while all leads are generated through the company's marketing efforts.
  • Candidates must have experience in sales and investment advice, as well as knowledge of financial markets, to be considered for this opportunity.

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. Years 3-4 £200-£250k appx. The top quarter of 35 current Advisors 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

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.