Wealth Planner – Director level

London, excellent salary + benefits + bonus

Summary

Fantastic opportunity in a leading international private bank for a Senior Wealth Planner to join a highly successful and growing team.

Description

The Organisation

My client seeks an experienced Wealth Planner to join its Wealth Planning team in London. The successful candidate will provide specialist wealth planning advice and solutions to support Relationship Managers in acquiring, maintaining and growing private client relationships.

The Role

As a trusted subject matter expert, you will focus primarily on UK domestic wealth planning, while helping clients and colleagues navigate international and cross-border requirements. You will work closely with Relationship Managers, internal specialists and external advisers to develop and implement appropriate wealth planning solutions.

Qualifications & Experience

To be successful in the role, candidates should meet the following requirements:

• Strong knowledge of UK wealth management, private banking and the regulatory landscape.
• Experience matching complex client needs with appropriate wealth planning solutions.
• Strong stakeholder management, negotiation and project management skills.
• Strategic thinking and sound commercial judgement.
• A client-centric approach and commitment to delivering exceptional outcomes.
• Level 6 qualification, ideally with Chartered Financial Planner status or equivalent.
• Ideally, a degree in law, tax or a relevant professional qualification such as CTA or STEP.

Remuneration

The bank is determined to appoint a high calibre candidate and is offering a negotiable basic salary and a remuneration package which will include a range of benefits and discretionary bonus.

To apply, in the strictest confidence, please send your CV to Robin Douglas at [email protected] or call him on +44 (0)20 7193 0064