Chartered Financial Planner

2 months ago

London, United Kingdom mbf. Full time

Chartered Financial Planner - Global Private Bank (London)

We are currently working with a leading global private bank, seeking to recruit a Chartered Financial Planner to join their London office.

Our client is the wealth management division of one of the largest banking and financial services groups. This highly regarded wealth management business provides a comprehensive range of wealth management and investment solutions to high-net-worth individuals(HNWIs), family offices, trusts, and institutions.

The wealth management services offered by our client include financial planning, investment management, fiduciary services, philanthropy advisory, and offshore investment solutions. The division's services are designed to help clients meet their long-termwealth creation and preservation goals, and are delivered by a team of experienced and qualified wealth management professionals.

As a Chartered Financial Planner, you will advise a portfolio of UHNW (Ultra-High-Net-Worth) individuals on investment and pension planning strategies.

**Responsibilities**:

- Develop and maintain relationships with UHNW clients
- Provide holistic financial planning advice, including investment and pension planning
- Develop and maintain a thorough understanding of financial markets and investment products
- Work collaboratively with other teams across the bank, such as Wealth Management and Private Banking, to provide clients with a seamless service experience

**Requirements**:

- Hold a Chartered Financial Planner qualification
- Demonstrable experience advising UHNW clients on investment and pension planning
- A thorough understanding of financial markets and investment products
- Excellent interpersonal and communication skills
- Proven ability to work collaboratively in a team-based environment
- We offer a competitive salary and benefits package, along with the opportunity to work with an elite group of UHNW clients and a highly talented team of professionals

Salary will be to £100,000

Annual Bonus

Exceptional Benefits Package

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