to c. £75K basic salary
Seeking a financial planner / senior financial planner join an established family office helping families manage their wealth.
The wealth planning business provides integrated financial planning and investment advice to UK wealthy and aspiring individuals. It is separately regulated to provide financial advice in the UK across investments, pensions and protection.
This role is responsible for ensuring the effective delivery of proactive, high quality, value adding advice to clients, leading the relationship on some clients and supporting the team on others. All advice will be fee based.
You will need to be:
Educated to degree level or equivalent
Qualified to minimum level 4 and ideally progressing to Chartered with Pension Transfer qualifications
Experience of complex pension planning for large value pots, defined benefit schemes, inter-generational and IHT planning and protection and core investments
Strong technical experience across pensions, protection and investments