Chartered Wealth Management Professional
6 days ago
We are a boutique wealth management firm dedicated to serving a select number of families with comprehensive, bespoke financial planning services.
We focus on building deep, lasting relationships and providing exceptional service to our clients.
Job DescriptionAs a Chartered Wealth Planner, you will take over an existing book of clients while playing a key role in managing relationships with ultra-high-net-worth (UHNW) clients alongside supporting the Partners.
This is a unique opportunity for an ambitious financial planner to grow and develop in a high-caliber environment, supporting the delivery of sophisticated financial planning services for UHNW clients.
Supporting Partners in delivering financial planning services to UHNW clients, including:
Opening SIPP accounts and generating illustrations
Pension consolidations, transfers, and switches
Pension contribution reporting and advisory work
Analyzing and advising on offshore bonds
Understanding and advising on trusts
Managing client relationships to independently oversee some UHNW clients.
- A competitive salary of around £60,000 per annum, plus benefits
- A hybrid working environment—split between remote work, time at our Stafford office, and travel to client meetings
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