Private Client Director

Financial Advisor

 The Opportunity: 

Are you a highly entrepreneurial person with a Financial Investment background who enjoys building relationships with prospects? If so, the Financial Advisor might be the opportunity for you!

 

The Role: 

The primary responsibilities of the Financial Advisor are calling high-net-worth leads that the company 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 warm initial calls and in-person selling to close business.

Dedicated portfolio management and client service groups are primarily responsible for the transition and retention of client relationships, enabling salespeople to focus mainly on selling.

 

Your Skills & Experience: 


  • Consistent and quantifiable individual sales success with stock market investors
  • RFI Level 4 qualified
  • Minimum of five years of success selling to high-net-worth individuals
  • Quantifiable track record in closing new investor business
  • Strong competitive drive; plays to win and has desire to be #1
  • Goal-oriented and results-focused; “money is a measure of success” mentality
  • Calculated risk-taker: willing to win-some, lose some
  • Proven closer; outstanding sales ability with documented track record of success
  • Optimistic outlook; sees opportunities not problems
  • Persistence under adversity; accepts personal responsibility for failures and treats “losses” as learning opportunities
  • High activity orientation and exceptional work ethic
  • Phenomenal interpersonal communication skills; is confident, dynamic and assertive

 

Why Choose Our Client’s role? 

The company has a long history of managing global investments and offers portfolio management tailored to clients’ long-term goals.

They use a transparent fee structure that aligns our interests with our clients’ priorities. 

To ensure our employees have the same opportunities as our clients to meet their long-term goals, the benefits include:

 


  •   Salary £60k basic Basic Salary 60k, OTE year 1 £90-£120k, year 2 £120-£170k and so on.
  • · Highly lucrative compensation structure within an entrepreneurial setting
  • · 100% coverage of the supplemental medical and dental premiums for you and your qualified dependents

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  • · 28 days annual leave, increasing to 30 after 5 years of service, with ability to purchase up to 3 additional days
  • · Annual Health Screening for you and your qualified dependents

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  • · 9% company pension contribution with an additional company match up to 5%
  • · Two pension contributions methods to choose from
  • · Monthly gym subsidy
  • · Interest-free season ticket loan available for purchase upon six months of employment

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If you are interested to have a confidential chat please call Tony or Marie on 0203 750 0575 or email your CV to Tward@insignia-group.co.uk or Mmcdermott@insignia-group.co.uk





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