Senior Wealth Advisor (Associate Director)

Stonehage Fleming; London; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading multi-family office in London is seeking an experienced financial adviser to deliver proactive advice and develop their Wealth Planning business. The ideal candidate will possess strong technical knowledge in financial planning, particularly for high net worth families, and have a proven record of client acquisition and relationship building.

Benefits

Competitive salary and discretionary bonus

Support for ongoing professional development

Opportunity to work within a leading Family Office

Qualifications

• Experience in complex financial planning for HNW/UHNW families.
• Proven track record in client acquisition.
• Strong knowledge in cash flow and inter-generational wealth transfer.

Responsibilities

• Deliver high-quality, proactive advice to clients.
• Develop and grow the Wealth Planning business.

Skills

Technical knowledge in pensions

Understanding of trusts

Client acquisition

Relationship building with HNW/UHNW clients

Education

Minimum Level 6 qualification or Chartered status

Pension transfer qualifications

Job description

Company: Stonehage Fleming’s Wealth Planning business, part of a multi-family office with 19 offices across 14 jurisdictions.

Location: London, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference:

8e4ec8d9f357

Job Views:

5

Posted:

02.06.2025

Expiry Date:

17.07.2025

Job Description:

Role Overview:

We are seeking a qualified adviser with experience in complex financial planning for HNW/UHNW families, covering areas such as cash flow, structuring, and inter-generational wealth transfer. The candidate should possess knowledge beyond regulated advice, including tax and legal awareness.

Responsibilities:

• Deliver high-quality, proactive advice to a portfolio of clients.
• Develop and grow the Wealth Planning business.

Candidate Profile:

• Minimum Level 6 qualification or Chartered status; pension transfer qualifications are advantageous.
• Strong technical knowledge in pensions, protection, trusts, and investments.
• Experience building relationships with ultra and high net worth clients.
• Proven track record in client acquisition and developing networks of introducers and advocates.

What We Offer:

• Competitive salary and discretionary bonus.
• Support for ongoing professional development.
• Opportunity to work within a leading Family Office managing approximately $170 billion in assets.

If qualified and driven to succeed in the UHNW space, we encourage you to apply.