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Wealth Planning Director – UHNW market, London

  • £80000 - £130000 per annum

  • Ref

    V-64674

  • Contact Name |James Woods

We are currently engaged by one of the most prestigious and highly respected names in the wealth management industry who are seeking two Wealth Planners to their London team.
 
Working closely with colleagues in Portfolio Management, the role will involve developing and managing client relationships and providing complex wealth planning solutions typically across pensions, retirement planning, estate planning and tax structuring advice. Clients typically have portfolios of £5M+, many have £20M-50M+. There are very few businesses consistently operating at the same client level as this firm.
 
Candidates will ideally be Chartered Financial Planners, preferably with experience within Private Bank, Investment House or Family Office settings. Some experience of advising UK Res Non Dom clients would be advantageous, as would be a STEP qualification.
 
They are looking to hire one at Wealth Planner level (basic up to £100K) and one at Wealth Planning Director level (£100K-130K). There are also exceptionally generous benefits and bonuses.

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CONTACT US 0113 274 3000