Chartered Wealth Planner for HNW Clients

Schroders Group; Greater London; Vor Ort; GBP 70.000 - 120.000; Vollzeit

Benefits dieser Stelle

Flexible working

Zusammenfassung

Schroders Group seeks a Wealth Planning Specialist to manage high‑value client relationships and deliver comprehensive wealth planning strategies across pensions, tax and investments. You will develop new client relationships, provide compliant financial advice, and ensure actions are documented and executed efficiently.

Strong regulatory qualifications, SPS status, and experience with UK wealth planning are essential.

Qualifikationen

• Advising high-net-worth individuals on wealth planning and tax strategies.
• Pension and taxation knowledge across relevant areas.
• Regulatory qualifications up to Level 4 FCA or equivalent.
• Current SPS/PSP status and professional ongoing development.

Aufgaben

• Manage a portfolio of high-value client relationships and deliver wealth planning strategies.
• Market and develop profitable new client relationships using your network.
• Provide financial advice to clients ensuring profitability and compliance.
• Meet with clients regularly and document actions taken.
• Lead new client setup and suitability for advice structures.

Kenntnisse

Wealth planning

Client relationships

Tax knowledge

Analytical ability

Numeracy

Communication skills

Ausbildung

Level 4 FCA qualification

CII Advanced Financial Planning Certificate

Chartered Financial Planner equivalent

SPS (PSP)

Tools

Intelliflo Office

The Exchange

MS Office

Jobbeschreibung

Schroders Group seeks a Wealth Planning Specialist to manage high‑value client relationships and deliver comprehensive wealth planning strategies across pensions, tax and investments. You will develop new client relationships, provide compliant financial advice, and ensure actions are documented and executed efficiently.

Strong regulatory qualifications, SPS status, and experience with UK wealth planning are essential.