Full job descriptionPrivate Client Director | Remote — Anywhere in the UK
Warm leads. Face-to-face selling. No portfolio admin. Just close.
You’re entrepreneurial. You love the chase, the meeting, the close. Our client wants to hand you a pipeline of high-net-worth leads and get out of your way.
The role:
Work the phones on warm HNW leads, book face-to-face meetings, walk in and win business. Once a client’s onboarded, dedicated portfolio management and client service teams take it from there — you’re freed up to keep hunting.
What you bring:
*A track record of closing HNW investors — 5+ years, numbers to prove it
*Level 4 financial advice qualification (CII, CISI or LIBF)
*A genuine hunger to win — money as the scoreboard, not the motivation
*Resilience — you shrug off the losses and come back sharper
*The energy to outwork the room, and the charisma to own it
What you get:
A lucrative, uncapped comp structure and a firm that promotes on merit, year after year.