Financial Planner

6 days ago

Canary Wharf, United Kingdom BWD Search & Selection Full time

One of the UK’s leading Private Banks and Wealth Managers are looking to recruit a Wealth Planner to their London headquarters. If you are looking for a step up into a preeminent brand, advising HNW & UHNW clients (all referred internally), within an organisationwith the scale and scope to provide superb future career progression, then this opportunity should be high on your list.
The role will involve working closely with a designated, experienced team of Private Bankers, leveraging wealth planning opportunities (across areas such as pensions, offshore bonds, complex tax-focused investments, succession planning and personal protection)for a client base with typical investable assets between £3M-20M. They are looking for a high calibre Financial Planner (ideally Chartered status) with exceptional interpersonal skills, strong technical knowledge and the ability to develop strong relationshipswith both the internal introducer network and the sophisticated client base.
The client base of the firm is extraordinary, giving exposure to complex planning scenarios for both UK and Res Non Dom clients. Several previous recruits into this division have gone onto progress within the team, and wider organisation, whether that be intotheir Family Office & International proposition or into Senior Management roles. Get in touch to find out more.

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