Wealth Planner
4 weeks ago
The Role:nAs a Wealth Planner, you will represent the company and serve as the primary point of contact for their sophisticated Ultra High Net Worth (UHNW) clients, who are industry leaders in Private Equity, Corporate Finance, and Law sectors.
Build strong relationships with clients to understand their financial and life goals, meeting them in person when necessary.nDevelop and oversee the execution of clients' Financial Life Strategy.nMaintain ongoing relationships with clients, responding to queries, conducting meetings, and offering financial advice.nCollaborate with the Investment and Financial Life Solutions team to provide specialized investment advice.nBecome an expert in their technology and leverage it to drive optimal performance outcomes for clients.nShape the future of your role as the company grows, with opportunities for career progression.
Requirements:nHold a Chartered certificate and be regulated by the FCA to give financial advice (e.g., CFA, CISI).nSignificant experience providing financial advice to sophisticated High Net Worth (HNW) and UHNW clients, ideally with 5+ years in the industry and at least 1 year as an adviser.nThorough understanding of common tax wrappers hneld by UK-based HNW and UHNW clients, such as ISAs and pensions.nDemonstrable experience in sophisticated cash-flow planning and financial modeling.
The Person:nWarm and engaging with the ability to build strong relationships.nSolutions-led with the ability to proactively seek answers.nMethodical and detail-oriented with confidence in handling demanding clients.nEffective collaborator with a people-centered approach.nInquisitive, independent thinker eager to share ideas.nComfortable in a flat hierarchy and team-oriented environment.
Benefits:nOutcome-led, flexible, and happy work environment with a hybrid working policy.n25 days of annual leave per year.nRegular team socials for work-life balance.nSupport for mental and physical health, including online fitness classes and access to a gym group in London.nFamily-friendly policies.
-
Wealth Planner
2 weeks ago
London, United Kingdom Succession Wealth Full time**Wealth Planner - London** **Home based with links to our London office** **Competitive Basic salary (negotiable dependant on experience) + uncapped monthly bonus** Succession Wealth was founded in 2009 with the vision of providing independent financial advice and an unrivalled level of expertise and personalised service to help clients achieve their...
-
Wealth Planner
7 days ago
London, Greater London, United Kingdom Succession Wealth Full timeWealth Planner - LondonHome based with links to our London officeCompetitive Basic salary (negotiable dependant on experience) + uncapped monthly bonusSuccession Wealth was founded in 2009 with the vision of providing independent financial advice and an unrivalled level of expertise and personalised service to help clients achieve their financial...
-
Wealth Planner
2 weeks ago
London, United Kingdom Barclays Full time**Wealth Planner** **London** This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. As a Barclays Wealth Planner, you will join the Wealth...
-
Wealth Planner
4 weeks ago
London, United Kingdom Barclays Full time**Wealth Planner - Assistant Vice President** **London** **IAR** This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. As a Barclays Wealth...
-
Wealth Planner
3 weeks ago
London, United Kingdom mbf. Full timeThe Wealth Planning arm of a prestigious Investment Managers are seeking to recruit a Chartered Financial Planner to be based out of their their London headquarters. The role will involve working closely with an experienced team of Investment Managers leveraging wealth planning opportunities for high value Private Clients with investable assets in the region...
-
Wealth Planner
5 days ago
London, United Kingdom Barclays Full time**Wealth Planner** **London** This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. As a Barclays Wealth Planner, you’ll join a team of...
-
Wealth Planner
7 days ago
London, Greater London, United Kingdom Barclays Full timeWealth Planner - Assistant Vice PresidentLondonIARThis role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.As a Barclays Wealth Planner, you will...
-
Wealth Planner
2 weeks ago
London, United Kingdom mbf. Full timeAbout the Company: We are representing a well-established and prestigious wealth management firm known for its commitment to delivering top-notch financial solutions to high-net-worth clients. With a history spanning over a century, this company has a strong reputation for professionalism and integrity in the industry. Job Description: We are currently...
-
Wealth Planner
1 month ago
London, United Kingdom Barclays Full timeWealth Planner London This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. As a Barclays Wealth Planner, you will join the Wealth...
-
Wealth Planner
7 days ago
London, Greater London, United Kingdom Barclays Full timeWealth Planner London This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. As a Barclays Wealth Planner, you will join the Wealth...
-
Wealth Planner
7 days ago
London, Greater London, United Kingdom Barclays Full timeWealth PlannerLondonThis role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.As a Barclays Wealth Planner, you'll join a team of specialists...
-
Wealth Planner
4 weeks ago
London, United Kingdom MB Fitzgerald Full timeOur client is an award-winning boutique wealth management business specialising in the development and implementation of financial planning, investment management and tax-efficient strategies for private clients, charities and trustees. It has assets under management in the range of £400 million and provides advisory services to over 600 clients. Their...
-
Wealth Planner
4 weeks ago
London, United Kingdom Barclays UK Full timeLondon This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. As a Barclays Wealth Planner, you will join the Wealth Management team...
-
Wealth Planner
4 weeks ago
London, United Kingdom Barclays UK Full timeLondon This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. As a Barclays Wealth Planner, you will join the Wealth Management team...
-
Wealth Planner
1 week ago
London, Greater London, United Kingdom Barclays UK Full timeLondon This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. As a Barclays Wealth Planner, you will join the Wealth Management team...
-
Wealth Associate
3 weeks ago
London, United Kingdom MASECO Private Wealth Full timeThe is an exciting opportunity for a graduate who is looking to pursue a career in Wealth Planning. We are looking for someone who is committed to adding value by delivering results in an administrative capacity and by preparing client-ready documents. The role has potential to develop into having some exposure to clients and training and support will be...
-
Wealth Planner
7 days ago
London, Greater London, United Kingdom MB Fitzgerald Full timeOur client is an award-winning boutique wealth management business specialising in the development and implementation of financial planning, investment management and tax-efficient strategies for private clients, charities and trustees. It has assets under management in the range of £400 million and provides advisory services to over 600 clients.Their...
-
Wealth Planner
1 week ago
London, United Kingdom Schroders Full timeAbout Schroders We're a global investment manager. We help institutions, intermediaries, and individuals worldwide invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 5,000 people on six continents. And we've been around for over 200 years, but we keep adapting as society and technology change. What doesn't...
-
Senior Wealth Planner
4 weeks ago
London, UK, United Kingdom Mason Blake Full timeReporting directly to the Head of, the Senior Wealth Planner will take responsibility for the following duties: Developing key strategic partner relations in order to win new business. Maintaining and managing an existing book of clients, developing and expanding this, to bring in new revenue. Gaining a deep understanding into the firm’s product suite....
-
Senior Wealth Planner
4 weeks ago
London, United Kingdom Mason Blake Full timeReporting directly to the Head of, the Senior Wealth Planner will take responsibility for the following duties: Developing key strategic partner relations in order to win new business. Maintaining and managing an existing book of clients, developing and expanding this, to bring in new revenue. Gaining a deep understanding into the firm’s product...
