Wealth Planner
2 weeks ago
The wealth planning arm of a leading global investment managers is seeking to recruit a high quality wealth planner within a background in provide complex advice to UHNW private clients. Their Wealth Planning team provides comprehensive financial advisory services to clients and prospects of the Wealth Management business. This includes regulated advice on pensions, tax, and general financial guidance, serving as the cornerstone of our wealth management offering. What You'll Do: Manage a portfolio of high-value client relationships, overseeing their wealth planning strategies.Develop new client relationships through active marketing efforts and your professional network.Provide financial advice across various aspects of clients' lives, ensuring profitability, compliance, and alignment with their best interests.Conduct regular client meetings, document agreed actions, and ensure swift implementation.Take primary responsibility for new client setup, sign-off, and suitability for advice structures.Identify and communicate new planning opportunities beneficial to clients.Serve as a knowledge resource for portfolio managers on financial planning matters.Contribute content for external distribution and internal training.Continuously update your knowledge through professional development and examinations. Qualificatio...
-
Trainee Wealth Planner
6 days ago
London, United Kingdom Hoxton Wealth Full timePosition: Trainee Wealth Manager Company Overview: Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep...
-
Trainee Wealth Planner
1 week ago
London, Greater London, United Kingdom Hoxton Wealth Full time £24,000 - £28,800 per yearPosition: Trainee Wealth ManagerCompany Overview: Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise...
-
Trainee Wealth Planner
6 days ago
London, Greater London, United Kingdom Hoxton Wealth Full time £24,000 - £28,800 per yearPosition: Trainee Wealth Manager Company Overview: Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep...
-
Wealth Planner
4 days ago
Greater 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 seeking...
-
Wealth Planner
6 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
1 day ago
London, United Kingdom Schroders Full timeWho we're looking for An experienced and successful senior Wealth Planner to join a thriving team of Wealth Planners within Cazenove Capital. You will be ambitious, innovative and client focused, seeking a rewarding career opportunity that will challenge you and provide significant opportunities for growth. About Schroders We're a global investment...
-
Wealth Planner
6 days ago
London Area, United Kingdom mbf Full timeAn award-winning, top 10 UK accountancy and advisory firm with a thriving Wealth Planning division (over £1bn AUM) is seeking to appoint an experienced Wealth Planner to join their growing team, covering clients across London and the South East.The OpportunityThis is a newly created position within a well-established and expanding Wealth Management...
-
Senior Wealth Planner
2 days ago
London Area, United Kingdom MW Recruitment Limited Full time £40,000 - £80,000 per yearA leading Banking Institution wish to recruit senior wealth planners (and in addition team leaders) across London, Birmingham and Manchester.Wealth Planners acts as a trusted adviser to customers helping them achieve their financial goals by providing wealth planning and investment advice. The primary role of the Wealth Planner is to understand the needs and...
-
Wealth Planner
2 weeks ago
London, United Kingdom mbf. 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 undermanagement in the range of £400 million and provides advisory services to over 600 clients. Their...
-
Wealth Planner
1 day 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...
