Chartered Wealth Planner for High‑Net‑Worth Clients

Schroders; Greater London; Hybrid; GBP 70,000 - 120,000; Full time

Job summary

Cazenove Capital is seeking a Wealth Planner to manage a portfolio of high-net-worth clients, delivering comprehensive wealth planning and tax strategies. You will develop new client relationships, ensure compliant, profitable engagement, and act as a knowledge resource for portfolio managers.

The role requires FCA qualifications, SPS and strong pensions/tax knowledge, with flexible working and a collaborative culture within Schroders’ values. */

Qualifications

• Experience in advising high-net-worth individuals on wealth planning and tax strategies.
• In-depth pension and taxation knowledge across all relevant areas.
• An approved Level 4 or above FCA-approved regulatory qualification;
• Achieved or close to attaining the CII Advanced Financial Planning Certificate, Chartered Financial Planner or equivalent professional qualification
• A current Statement of Professional Standing (SPS)
• Good working knowledge of Microsoft Word, Excel and PowerPoint.

Responsibilities

• Manage a portfolio of high-value client relationships, owning the delivery and execution of their associated wealth planning strategies and structures
• Actively market and develop profitable new client relationships using resources provided to you and your network
• Provide financial advice to new and existing clients, covering all aspects of their lives, ensuring all client engagement is profitable, compliant and in the client's best interests
• Meet with clients regularly, ensuring any agreed action is documented and implemented swiftly
• Have primary responsibility for new client set-up, sign off and suitability for advice structures
• Make clients aware of new and relevant planning opportunities that will benefit their position and meet their overall planning objectives
• Act as a source of knowledge for portfolio managers in matters related to financial planning
• On occasion, provide content to Marketing for distribution externally to clients and professional advisers and internally as training and updates for the wider Cazenove Capital business
• Maintain and update your knowledge through continual professional development (CPD) and examinations, where suitable
• Embody the core Schroders’ values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.

Skills

Wealth planning

Tax strategies

Pensions knowledge

Client relationship management

CPD

Education

Level 4 FCA-approved qualification

CII Advanced Financial Planning Certificate/Chartered Financial Planner

Statement of Professional Standing (SPS)

Minimum 3 A-levels

Tools

Intelliflo Office

The Exchange

Job description

Cazenove Capital is seeking a Wealth Planner to manage a portfolio of high-net-worth clients, delivering comprehensive wealth planning and tax strategies. You will develop new client relationships, ensure compliant, profitable engagement, and act as a knowledge resource for portfolio managers.

The role requires FCA qualifications, SPS and strong pensions/tax knowledge, with flexible working and a collaborative culture within Schroders’ values. */