Financial Adviser
other jobs Truestar Talent Ltd
Added before 3 Days
- England,London,City of London
- Full Time, Permanent
- £60,000 - £90,000 per annum
Job Description:
Private Client Director – High Net Worth Investors
OTE £60,000 – £90,000 plus
Location Nationwide
This is a pure new-business role for a confident closer who enjoys selling, meeting clients, and being rewarded for results.
My client is looking for an ambitious Private Client Director to join a high-performing private client team, working exclusively with high-net-worth investors. You’ll be supported by experienced portfolio management and client service teams, so you can focus on what you do best — winning new business.
The Opportunity
As a Private Client Director, you will:
*Speak with warm, qualified high-net-worth leads provided by the business
*Qualify interest and book face-to-face meetings
*Meet clients in person and win new assets and clients
*Manage the full sales journey, from first call through to close
*Work in a target-led, high-energy environment
*Report directly to the Managing Director
*Focus 100% on new business — no ongoing servicing or admin
This is a role for someone who thrives on momentum, performance and earnings, with OTE of £60,000–£90,000 reflecting success.
What My Client Is Looking For
You’ll ideally bring:
*RDR Level 4 qualification
*5+ years’ experience selling to high-net-worth individuals
*A strong background selling to stock market investors
*A clear, measurable track record of closing new investor business
*Confidence as a closer, with documented sales results
*A mindset where performance and earnings go hand in hand
*Resilience, high activity levels and comfort with targets
*A positive, solutions-focused attitude
*Strong interpersonal skills and the ability to build rapport quickly
*A professional, ethical approach to client outcomes
Why Join This Business?
My client is part of a respected global investment organisation with a genuine client-first culture. They offer:
*Transparent fee structures
*Recognised European custodians
*A personalised investment approach aligned to client goals
Top performers are properly rewarded, well supported, and given the tools to succeed.
Benefits
*100% paid private medical, dental and annual health screening (you + dependants)
*28 days’ holiday, with the option to buy up to 3 more
*Up to 8 paid bank holidays
*Enhanced maternity pay (16 weeks topped up to full base pay)
*£10,000 family-forming and fertility benefit
*Pension with 9% employer contribution, plus up to 5% matched
*Gym subsidy up to £50 per month
*Employee Assistance Programme and wellbeing support
*Ongoing training, development and a high-performance culture
Ready to Take Control of Your Earnings?
If you’re a driven sales professional who wants clear targets, strong leads and real earning potential, this Private Client Director role stands out.
You’ll be:
*Speaking to warm, qualified investors
*Meeting clients face-to-face
*Closing new business
*Free from admin, servicing and portfolio management
With OTE of £60,000–£90,000, strong support and a clear sales focus, this is a role where ambitious people genuinely succeed.
Apply now and take the next step in your Private Client Director career.
OTE £60,000 – £90,000 plus
Location Nationwide
This is a pure new-business role for a confident closer who enjoys selling, meeting clients, and being rewarded for results.
My client is looking for an ambitious Private Client Director to join a high-performing private client team, working exclusively with high-net-worth investors. You’ll be supported by experienced portfolio management and client service teams, so you can focus on what you do best — winning new business.
The Opportunity
As a Private Client Director, you will:
*Speak with warm, qualified high-net-worth leads provided by the business
*Qualify interest and book face-to-face meetings
*Meet clients in person and win new assets and clients
*Manage the full sales journey, from first call through to close
*Work in a target-led, high-energy environment
*Report directly to the Managing Director
*Focus 100% on new business — no ongoing servicing or admin
This is a role for someone who thrives on momentum, performance and earnings, with OTE of £60,000–£90,000 reflecting success.
What My Client Is Looking For
You’ll ideally bring:
*RDR Level 4 qualification
*5+ years’ experience selling to high-net-worth individuals
*A strong background selling to stock market investors
*A clear, measurable track record of closing new investor business
*Confidence as a closer, with documented sales results
*A mindset where performance and earnings go hand in hand
*Resilience, high activity levels and comfort with targets
*A positive, solutions-focused attitude
*Strong interpersonal skills and the ability to build rapport quickly
*A professional, ethical approach to client outcomes
Why Join This Business?
My client is part of a respected global investment organisation with a genuine client-first culture. They offer:
*Transparent fee structures
*Recognised European custodians
*A personalised investment approach aligned to client goals
Top performers are properly rewarded, well supported, and given the tools to succeed.
Benefits
*100% paid private medical, dental and annual health screening (you + dependants)
*28 days’ holiday, with the option to buy up to 3 more
*Up to 8 paid bank holidays
*Enhanced maternity pay (16 weeks topped up to full base pay)
*£10,000 family-forming and fertility benefit
*Pension with 9% employer contribution, plus up to 5% matched
*Gym subsidy up to £50 per month
*Employee Assistance Programme and wellbeing support
*Ongoing training, development and a high-performance culture
Ready to Take Control of Your Earnings?
If you’re a driven sales professional who wants clear targets, strong leads and real earning potential, this Private Client Director role stands out.
You’ll be:
*Speaking to warm, qualified investors
*Meeting clients face-to-face
*Closing new business
*Free from admin, servicing and portfolio management
With OTE of £60,000–£90,000, strong support and a clear sales focus, this is a role where ambitious people genuinely succeed.
Apply now and take the next step in your Private Client Director career.
Job number 3367665
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Company Details:
Truestar Talent Ltd
Company size: 10–19 employees
Industry: Financial Services
Truestar Talent works in partnership with national and international financial services companies across the UK. Not all our jobs are advertised, so i...