Wealth Planner

Category
Relationship Management
Workload
Full Time ( 80%)
Posted on
10 October 2024***:
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and eperience from across the industry, we provide a fleible, bespoke service adapted to each of our clients’ needs.
Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff.

**Your challenge****:
**Business Unit - Wealth Planning**:
The Wealth Planning team is responsible for the provision of comprehensive financial planning advice to individuals, companies, partnerships and trusts. We work with our clients to create bespoke financial plans, considering the whole of the market in order to find the best financial planning solutions. We are involved in a broad range of activities including:

- Cash flow analysis
- Psychometric risk profiling
- Retirement planning
- Pension aggregationIncome ta
- planningInheritance ta
- planning
- Business planning
- Protection for death and illness
- Long term savings and investments
- Offshore and international planning for non-domiciled and non-resident clients
- Venture Capital Trust, Enterprise Investment Scheme and Business Relief advice

**Brief Role Objective**:
We are seeking to hire a Chartered Financial Planner(s) to be based in any of the following regional offices ( Birmingham, Edinburgh, Leeds or Manchester) providing wealth planning and structuring advice to clients of the firm.

You are epected to manage your own workload, make decisions and give advice to clients. You are recognised within the team and by the business for being etremely competent in your role. This means you have a high level of technical knowledge and, is vastly eperienced at working with a great degree of autonomy.

Your breadth of eperience and professionalism allow you to contribute to the team and the firm beyond your technical epertise, e.g., representing the team (or firm) on committees/industry bodies on a regular or ad hoc basis.

You are responsible for maintaining your own client relationships and relationships with key stakeholders.

**Key Regulatory Responsibilities**: Ensure compliance with the letter, spirit and e
- pectations of applicable legal and regulatory requirements at all times (e.g., FCA, Money Laundering/ Proceeds of Crime, Data Protection, Health and Safety), ensure conformance with LGT Wealth Management’s best practice with regard to conduct, culture and other general business compliance control procedures.
- To ensure all wealth advice is conducted in a responsible and compliant manner, meeting both regulatory and LGT requirements.
- Ensure continuous professional development to meet regulatory requirements.

**Key Risk Management Responsibilities**: To ensure that all account relationships, activities or management of client relationships do not e
- pose the Firm to unacceptable levels of legal, regulatory, operational or reputational risk.
- To ensure that all business and advice is conducted in a compliant manner.

**Your profile****:
**Knowledge and Qualifications**: University qualified or equivalent industry e
- perience.
- Chartered Financial Planner essential (RDR level 6).
- Additional specialist qualifications e.g., CFP, STEP or CTA desirable but not essential.
- Sound technical knowledge of current legislative, industry and products.Minimum 7 years’ e
- perience as a wealth planner in private wealth manager/private banking environment.

**Skills and Attributes**:

- Strong understanding of the financial planning and the regulatory advice process is essential.
- Strong understanding of the compliance requirements within a wealth planning team is essential.E
- cellent knowledge of wealth planning products and how to assess suitability relative to the clients’ objectives.
- Methodical and practical approach to work and delivering of wealth planning advice.E
- cellent planning and organisational skills and able to prioritise own workload and meet agreed deadlines.Ability to effectively manage epectations for both internal and e
- ternal stakeholders.
- Sound know