Rothstein Recruitment
Wealth Planner - UHNW - London
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Wealth Planner - UHNW - London
An excellent opportunity opens for an experienced Wealth Planner to join a leading International Private Bank. This is a senior, client-facing specialist role working alongside Relationship Managers to advise Ultra High Net Worth individuals and families on complex wealth-planning matters.
You will support Relationship Managers in acquiring, retaining and deepening client relationships through the delivery of strategic wealth-planning advice, technical analysis and bespoke solutions. Acting as a trusted adviser and subject matter expert, you will coordinate with internal and external specialists to ensure clients receive holistic, tailored advice across a broad range of wealth-planning needs.
The primary focus is UK-resident clients, with additional exposure to international and cross-border wealth-planning matters. This role offers the opportunity to work with entrepreneurs, founders, family businesses and multi-generational wealth structures.
Responsibilities
- Provide strategic wealth-planning advice to existing and prospective private banking clients.
- Advise across pensions, investments, trusts, insurance, estate planning and private company structures.
- Develop pre-exit and post-exit planning strategies for entrepreneurs, founders and business owners.
- Create holistic legacy and succession-planning strategies to support intergenerational wealth transfer and family objectives.
- Coordinate tax, legal, investment and international specialists to deliver comprehensive client solutions.
- Proactively identify opportunities to enhance client outcomes, improve processes and broaden the firm's wealth-planning offering.
- Collaborate closely with stakeholders across the wider private bank, investment and specialist advisory teams.
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Requirements
- CII Level 6 Diploma in Financial Planning (DipPFS) or equivalent.
- Chartered Financial Planner status or a recognised equivalent qualification.
- Specialist expertise in areas such as international relocation planning, cross-border wealth structuring, non-dom considerations, philanthropy, trusts, family governance or private company structures.
- Currently authorised and competent to provide regulated financial advice, holding a valid Statement of Professional Standing (SPS).
- Strong experience advising High Net Worth and Ultra High Net Worth private clients.
- Broad technical knowledge across UK wealth planning, estate planning, succession planning and private wealth structures.
- Strong understanding of the UK private banking, wealth management and regulatory landscape, with exposure to international wealth-planning matters advantageous.
- Proven ability to build credibility with senior clients and manage multiple stakeholders across complex client situations.
- Excellent communication, commercial judgement, relationship management and business development skills.
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Interested? Please Apply In
Wealth Planning | Wealth Transfer | Intergenerational Wealth Transfer | Family Wealth Management | Succession Planning | Legacy Planning | Private Banking | UHNW Clients | Entrepreneurs | Founders | Business Exit Planning | Pre-Exit Planning | Post-Exit Planning | Trust Planning | Estate Planning | Pension Planning | Cross-Border Planning | Relocation Planning | Family Governance | Philanthropy | Wealth Structuring | Private Companies | Private Wealth Advisory
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