Opportunity

Wealth Planning Director, Global Investment Manager, London

Full time, Hybrid Working

 

  • Manage portfolio of high value client relationships, owning delivery and execution of associated wealth planning strategies and structures.
  • Understand client’s individual circumstances and risk profiles.
  • Actively market and develop new client relationships.
  • Provide financial advice to clients and meet with them regularly.
  • Hold primary responsibility for new client setup and suitability for wealth planning advice structures.

Requires

  • Considerable experience advising high net worth individuals on complex wealth planning and tax strategies
  • In depth pension and taxation knowledge including UK resident non-domicile planning
  • Degree and an approved level 4 or above FCA approved regulatory qualification.
  • CII Advanced Financial Planning Certificate, Chartered Financial Planner or equivalent qualification
  • Hold a current Statement of Professional Standing (SPS).  Pension Transfer specialist would be an advantage.
  • Possess excellent understanding and working knowledge of all the major wealth planning strategies available in the UK marketplace.  Knowledge of international planning would be an advantage.

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