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A rare opportunity has arisen in East Anglia to join a high profile, wealth management led Private Bank as a Senior Wealth Planner. Due to significant growth of their Private Banker population in the region, they are looking to appoint a high calibre,ideally Chartered, Financial Planner to work with new and existing high net worth, and ultra high net worth, clients. Clients typically have investable assets of £3-5M (minimum £1M), some several £100M, so this is an opportunity to work at the top end of themarket.
Advice areas will include personal risk management, investment planning, estate planning, tax efficient investment, retirement planning, and lifetime cash flow, with a key focus on complex Pensions work and IHT Planning/Tax Efficient Investments (includingOffshore Bonds, EIS, VCT, BR etc). Due to their size and culture, the business is a lot more nimble than many of its competitors, has less red tape, and a wider advice proposition. Furthermore, the Wealth Planners are able to forge long term relationshipswith clients.
