Elite Financial Strategist for Ultra High Net Worth Clients
1 week ago
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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