Private Client Director

We are hiring for our client, a growing and ambitious financial services firm, seeking an experienced Private Client Director to join their senior team. This is a key hire and an excellent opportunity for a high-performing Private Client Director to take ownership of client relationships, drive strategic growth, and play a leadership role within the business.

The successful Private Client Director will manage a portfolio of high-net-worth clients while leading on business development and delivering bespoke financial planning advice.

1. Senior, strategic role with real influence on business growth
2. Strong earning potential with client ownership
3. Hybrid working with a high level of autonomy

• Lead new business development activity and build a strong client pipeline
• Manage and grow a portfolio of high-net-worth clients
• Deliver tailored financial planning advice across investments, pensions, and wealth strategies
• Build long-term client relationships, acting as a trusted advisor
• Oversee client portfolios and ensure ongoing performance and suitability
• Provide strategic input into business growth and client strategy
• Collaborate with internal teams and external advisors
• Ensure all advice meets regulatory and compliance standards
• Represent the business at networking events and industry functions
• Support and mentor junior team members

• 7+ years' experience in financial services
• Strong experience in a client-facing advisory role
• Proven track record in business development
• CFP qualification (essential) and QFA qualified
• Deep technical knowledge of financial planning and wealth management
• Excellent communication and leadership skills
• Commercially driven with the ability to influence strategy
• Experience working with high-net-worth clients

• Competitive salary + strong bonus potential
• 10% pension contribution
• Health insurance
• Hybrid working model
• Senior leadership opportunity
• Clear scope for progression and influence

Salary is negotiable and dependent on experience.