Financial Advisor High Net Worth

Integrity Resource Solutions
£60,000 per annum
30 Sep 2017
27 Oct 2017
Contract Type
Full Time

Private Client Director

My client is looking for a qualified financial sales specialist to join their team as Private Client Directors. Candidates should have had previous success selling portfolio management services to individual stock market investors, be goal orientated, and driven to wanting to succeed.

The Role

There is strong emphasis that this is a sales role, so candidates need to be very driven and earnings motivated.

Ideal candidates should be very target focused and want to be part of a vibrant sales organisation and, as leads are provided to the advisers, you need to be flexible in your way of working and prepared to travel to attend appointments. However, all the clients have in excess of £250k to invest, as this is the criteria the Company works to.

Supporting the Private Client Director is a Financial Planner (para-planner), Relationship Manager and an Investment Manager.

This role is very much selling the benefit of using the client’s ongoing financial planning services; however the Private Client Director role is to initiate the relationship and to complete the product sale.


  • Highly lucrative reward structure
  • Provide you with the flexibility to work remotely from your home
  • Sell to high net worth individual stock market investors
  • Focus on bringing new private clients with assets of more than £250,000.


  • Level 4 qualified, meeting RDR requirements
  • Minimum of five years of success selling to private investors
  • Quantifiable track record in closing new investor business
  • Highly driven and able to sustain effective activity levels
  • Highly competitive and goal orientated sales professional.


Basic Salary: £60,000 plus uncapped bonus potential.

Commission is paid over a 3 year cycle, typical average earnings are:

  • Year 1: £85-90k.
  • Year 2: £110-120k
  • Year 3: £120-140k

Due to the high earnings potential of the role and competitive basic salary, my client is looking for candidates who have historically shown average earnings in excess of £60,000 and have a strong sales track record.

Fully Expensed, mobile phone, travel mileage etc..

If you are interested and would like to find out more about this exciting and lucrative position please forward a copy of your CV for immediate short listing.