Elite Financial Strategist for Ultra High Net Worth Clients

1 week ago


London, Greater London, United Kingdom Stonehage Fleming Full time

Overview

Stonehage Fleming's Wealth Planning business is a leading provider of integrated financial planning and investment advice to UK wealthy and aspiring individuals. Our London-based team of 25 delivers high-quality, value-adding advice to a portfolio of clients with average assets in excess of £3 million.

The Role

We are seeking a suitably qualified Associate Director to lead the delivery of proactive, high-quality advice to our clients. The successful candidate will be responsible for ensuring the effective delivery of advice to a portfolio of clients and for developing the Wealth Planning business.

Key Responsibilities

  • Developing and maintaining strong relationships with ultra-high net worth clients
  • Providing complex planning solutions for HNW/UHNW families covering cash flow, structuring, and inter-generational transfer of wealth
  • Building an external network of introducers and advocates to support new client acquisitions

Requirements

  • Minimum Level 6 qualification or Chartered status
  • Pension Transfer qualifications an advantage
  • Strong technical knowledge across pensions, protection, trusts, and investments

What We Offer

  • A competitive salary package including a discretionary bonus scheme (circa £120,000 - £150,000 per annum)
  • 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 and a client-centric foundation


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