Private Client Investment Advisor – Remote (Nationwide)

About the role

We are seeking a Private Client Investment Advisor to join an international discretionary investment manager with over $200 billion in assets under management. The role is fully remote, allowing you to work from anywhere in the UK while supporting high‑net‑worth clients and growing the firm’s client base.

Key responsibilities

• Contact high‑net‑worth leads provided by the firm, qualify prospects and schedule face‑to‑face appointments.
• Meet with prospective clients to present investment solutions and secure new assets.
• Collaborate with portfolio management and client service teams to ensure smooth onboarding and ongoing client satisfaction.
• Maintain accurate records of client interactions, appointments and sales activity.

Required profile

• Qualified Level 4 financial advisor.
• Minimum 5 years of experience developing new client investment business.
• Proven ability to generate appointments from supplied leads and close sales.
• Strong communication and relationship‑building skills.

Required skills

• Financial advisory qualification (Level 4).

What we offer

• Base salary £60,000 per annum with uncapped bonus – OTE up to £120,000.
• 100 % premium coverage for top‑tier medical, dental and health screening for you and eligible dependants.
• 28 days annual leave plus the option to purchase up to 3 additional days.
• Enhanced maternity pay – up to 16 weeks at full base salary.
• £10,000 fertility, hormonal health and family‑forming benefit.
• Pension scheme with 9 % employer contribution and up to 5 % matching.
• Gym subsidy up to £50 per month and employee assistance programme.