Wealth Planner (Chartered)

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

About Cazenove Capital

At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

Job Description

About Cazenove Capital

At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

About Schroders, Our Parent Company

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

The base

We moved into our new HQ in the City of London in 2018. We’re close to our clients, in the heart of the UK’s financial centre and we have everything we need to work flexibly.

The team

The team of Wealth Planners provide a financial advisory service to clients and prospects of the Wealth Management business. This incorporates all aspects of regulated advice, including pensions, tax advice and general guidance on financial issues. The Wealth Planning proposition is core to the wealth management offering and is often the starting point for new clients of the business.

What You’ll Do

• 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.

The Knowledge, Experience And Qualifications You Need

• 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.

The Knowledge, Experience And Qualifications That Will Help

• Familiarity with the fund management, professional advisory, IFA or life company industry
• Minimum 3 ‘A' levels or equivalent
• Pension Transfer Specialist qualification would be an advantage
• Possess an excellent understanding and working knowledge of the major wealth planning strategies available in the UK marketplace and how these can be applied to HNW clients
• Good understanding of Intelliflo Office and The Exchange.

What You’ll Be Like

• Professional, organised and motivated, self-starter
• Strong interpersonal and verbal/written communication skills
• Ability to present clearly and concisely in a pressured environment
• Able to communicate complex matters straightforwardly
• Strong but tactful questioning skills and an ability to interpret personal information to understand an individual’s motivations and drivers
• Excellent analytical ability
• High level of numeracy
• Ability to form strong working relationships with colleagues at all levels
• Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes.

We Recognise Potential, Whoever You Are

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs

About Us

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.