Senior Wealth Planning Advisor

6 hours 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, ideally within the ultra and high net worth client base.
  • Acquire new clients, including the development of 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.

  • Financial Advisor

    1 week ago

    London, Greater London, United Kingdom Coleman Wealth Full time

    Unlock Your Potential as a Financial Advisor with Coleman WealthColeman Wealth is a leading financial advisory firm with a global presence, offering a unique opportunity for experienced financial advisors to take their career to the next level. As a Financial Advisor with Coleman Wealth, you will have the chance to work with a diverse client base, providing...

  • Financial Advisor

    1 week ago

    London, Greater London, United Kingdom Coleman Wealth Full time

    Unlock Your Potential as a Financial Advisor with Coleman WealthColeman Wealth is a leading financial advisory firm with a global presence, offering a unique opportunity for experienced financial advisors to take their career to the next level. As a Financial Advisor with Coleman Wealth, you will have the chance to work with a diverse client base, providing...

  • Senior Wealth Planning Advisor

    3 days ago

    London, Greater London, United Kingdom Stonehage Fleming Full time

    Job Title: Senior Wealth AdvisorStonehage 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...

  • Senior Wealth Planning Advisor

    3 days ago

    London, Greater London, United Kingdom Stonehage Fleming Full time

    Job Title: Senior Wealth AdvisorStonehage 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...

  • Senior Wealth Planning Advisor

    5 days ago

    London, Greater London, United Kingdom Stonehage Fleming Full time

    Job Title: Senior Wealth AdvisorStonehage 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...

  • Senior Wealth Planning Advisor

    4 days ago

    London, Greater London, United Kingdom Stonehage Fleming Full time

    Job Title: Senior Wealth AdvisorStonehage 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...

  • Experienced Financial Advisor

    4 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About Apollo Private WealthApollo Private Wealth is a leading wealth management firm based in London, specializing in personalized service for private clients, families, and institutions. We value bold, resourceful individuals who take ownership of their work and strive for excellence.Opportunity for Experienced Financial AdvisorsAre you an experienced...

  • Wealth Management Professional

    3 days ago

    London, Greater London, United Kingdom AAG Wealth Management Full time

    Job Opportunity at AAG Wealth ManagementLocation: City of LondonSalary: Competitive Salary and Bonus (OTE: £60k+)Contract: EmployedHours: Full-timeAAG Wealth Management is a highly trusted source of advice to clients as their financial needs evolve over the years. With a holistic approach to Wealth Management, we serve 3000 clients with over £700m Funds...

  • Wealth Management Professional

    3 days ago

    London, Greater London, United Kingdom AAG Wealth Management Full time

    Job Opportunity at AAG Wealth ManagementLocation: City of LondonSalary: Competitive Salary and Bonus (OTE: £60k+)Contract: EmployedHours: Full-timeAAG Wealth Management is a highly trusted source of advice to clients as their financial needs evolve over the years. With a holistic approach to Wealth Management, we serve 3000 clients with over £700m Funds...

  • Wealth Management Professional

    1 week ago

    London, Greater London, United Kingdom AAG Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at AAG Wealth Management. As a Servicing Advisor, you will be responsible for managing a client portfolio of up to 200 clients, providing expert advice and guidance to help them achieve their financial goals.The ideal candidate will possess excellent...

  • Wealth Management Professional

    1 week ago

    London, Greater London, United Kingdom AAG Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at AAG Wealth Management. As a Servicing Advisor, you will be responsible for managing a client portfolio of up to 200 clients, providing expert advice and guidance to help them achieve their financial goals.The ideal candidate will possess excellent...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    About AAG Wealth ManagementAAG Wealth Management is a highly respected provider of holistic wealth management services, trusted by clients for their financial needs. With a strong commitment to quality, integrity, and excellence, we have established a reputation for delivering exceptional advice and guidance to our clients.Job SummaryWe are seeking an...

  • Wealth Management Professional

    2 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    About AAG Wealth ManagementAAG Wealth Management is a highly respected provider of holistic wealth management services, trusted by clients for their financial needs. With a strong focus on quality, integrity, and excellence, we have established a reputation for delivering exceptional advice and guidance to our clients.Job SummaryWe are seeking an experienced...

  • Wealth Management Professional

    2 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    About AAG Wealth ManagementAAG Wealth Management is a highly respected provider of holistic wealth management services, trusted by clients for their financial needs. With a strong focus on quality, integrity, and excellence, we have established a reputation for delivering exceptional advice and guidance to our clients.Job SummaryWe are seeking an experienced...

  • Wealth Management Professional

    2 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    Job OpportunityAAG Wealth Management is seeking a highly skilled and experienced Servicing Advisor to join our team.About the RoleWe are an award-winning Appointed Representative of St. James's Place Wealth Management, providing holistic wealth management services to our clients. As a Servicing Advisor, you will be responsible for managing a client portfolio...

  • Wealth Management Professional

    2 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    Job OpportunityAAG Wealth Management is seeking a highly skilled and experienced Servicing Advisor to join our team.About the RoleWe are an award-winning Appointed Representative of St. James's Place Wealth Management, providing holistic wealth management services to our clients. As a Servicing Advisor, you will be responsible for managing a client portfolio...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time

    About AAG Wealth ManagementAAG Wealth Management is a highly respected and award-winning Appointed Representative of St. James's Place Wealth Management. Our company is built on a foundation of quality, integrity, and excellence, making us a trusted source of advice to clients as their financial needs evolve over time.Our Unique CultureWe pride ourselves on...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time

    About AAG Wealth ManagementAAG Wealth Management is a highly respected and award-winning Appointed Representative of St. James's Place Wealth Management. Our company is built on a foundation of quality, integrity, and excellence, making us a trusted source of advice to clients as their financial needs evolve over time.Our Unique CultureWe pride ourselves on...

  • Wealth Management Professional

    2 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    About AAG Wealth ManagementAAG Wealth Management is a highly respected provider of holistic wealth management services, trusted by clients for their financial needs. With a strong focus on quality, integrity, and excellence, we have established a reputation for delivering exceptional advice and guidance to our clients.Job SummaryWe are seeking an experienced...

  • Wealth Management Professional

    2 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    About AAG Wealth ManagementAAG Wealth Management is a highly respected provider of holistic wealth management services, trusted by clients for their financial needs. With a strong focus on quality, integrity, and excellence, we have established a reputation for delivering exceptional advice and guidance to our clients.Job SummaryWe are seeking an experienced...