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Senior Wealth Planning Advisor

2 months ago

London, Greater London, United Kingdom Stonehage Fleming Full time
Job Title: Senior Wealth Advisor

Stonehage Fleming's Wealth Planning business is a leading provider of integrated financial planning and investment advice to UK wealthy and aspiring individuals. As a planning-led business, we are regulated to provide financial advice in the UK across investments, pensions, and protection, serving around 250 client families with average assets in excess of £3 million.

The Role:

We are seeking a suitably qualified adviser with experience of complex planning for HNW/UHNW families, covering cash flow, structuring, and inter-generational transfer of wealth. The ideal candidate will have a strong technical knowledge and experience across pensions, protection, trusts, and investments.

Key Responsibilities:
  • Deliver proactive, high-quality, value-adding advice to a portfolio of clients.
  • Develop the Wealth Planning business, reporting to the Head of Wealth Planning.
  • Build client relationships within the ultra and high net worth client base.
  • Develop an external network of introducers and advocates.
What We Offer:
  • A competitive salary package, including a discretionary bonus scheme.
  • A professional working environment within a highly qualified team.
  • Support for ongoing professional development and studies relevant to the role.
  • The opportunity to work for a leading Family Office with strong ethical values, a client-centric foundation, and $170Bn of assets under advice.