Private Client Sales - Wealth Management

Tired of the Regs, Reviews & Red Tape? Focus on What You Do Best. Winning New Clients

With UK regulatory pressures on independent financial advisors continuing to tighten, it’s becoming harder to grow a book, stay compliant, and deliver real value to clients, especially if you're juggling ongoing reviews, admin, and back-office tasks.

If your strength lies in new business and relationship building, and you'd rather focus on that than file-checking and suitability reports, this opportunity could be a breath of fresh air.

We're working with a large, privately owned, and fast-growing wealth management firm that’s built a model that allows you to concentrate on client acquisition, without being weighed down by the operational headaches of running your own practice or servicing a legacy book.

You’ll be the front end of the business, receiving warm leads from the internal teams, engaging prospective clients, and closing new business. You won’t be expected to manage long‑term client relationships or run annual reviews—that’s handled by a separate team of technical planners and support staff. This is a rare chance to focus purely on the part of the job most advisors enjoy and excel at: building relationships and winning new clients.

• Loves the thrill of new business and wants to double down on that.
• Is perhaps finding the current compliance burden and admin of regulated advice too restrictive.
• Wants to stay in the industry, but in a more commercial, focused role.
• An IFA or Wealth Manager looking to get away from servicing existing books and focus on growth.
• A former advisor who has stepped back from advice but still has a strong commercial and sales focused role in the HNW/wealth space.
• Someone who understands financial services and HNW clients, but is now looking for a sharper, more focused role.

• Smart structure
  :
  They’ve separated acquisition from ongoing advice, so you can specialise.
• Real support
  : A strong brand, proven process, and full planning + compliance backing.
• Compelling proposition
  :
  They have a clear investment philosophy and value‑led approach that resonates with HNW clients.
• Growth mindset
  :
  Backed by experienced leadership and investment, this is a business on the up.

Location: Home-based

Compensation: Competitive base + uncapped performance‑based earnings

If you’re ready to escape the compliance grind and return to what you do best, let’s talk.

Director

Full‑time

Finance, Sales, and Business Development

Investment Management and Financial Services