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Let our industry specialists listen to your aspirations and present your story to the most esteemed organisations in the UK, as we collaborate to write the next chapter of your successful career.
The UK's leading employers trust us to deliver fast, efficient hiring solutions that are tailored to their exact requirements. Browse our range of bespoke services and resources.
This is an exciting opportunity to join one of the UK's leading Wealth Management businesses!
Please reach out if:
- You are a chartered Wealth Manager/ Planner
- Have experience working with a UK Resi client book of UHNW clients (circa 10M account size).
- Can provide qualified advice across Tax, Inheritance, Investment, Savings and the full suite of wealth services!
Wealth Planner
Team Overview
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 business;
Maintain and update your knowledge through continual professional development (CPD) and examinations, where suitable;
Embody the core our 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.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
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LMA and LSTA documentation knowledge expected.
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A commercial bank based in the UK is looking for a Head of Compliance & Financial Crime to join their business for a 12 month fixed term contract. The role will be salaried and offer the usual benefits of a permanent employee. The business is global, with over 55,000 employees, but has a small branch in London.
FINANCE BUSINESS PARTNER
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Location: London
Keywords: Finance, Business Partnering, Management Accounting, Budgeting, Forecasting, Contract Management
Our client, a global leader in active, responsible investment management, are looking for a Regulatory Reporting Manager to join their team.
Regulatory Reporting Manager
The jobholder will be the primary SME in relation to Trade and Transaction Reporting. Responsibility is for overseeing the day-to-day delivery of reporting services on behalf of group entities and clients, as well as to optimise process and create a robust control framework.
Reporting services will include EMIR Refit and UKMIR (plus Refit) transaction reporting, MIFID II / MIFIR transaction reporting and publishing, AIFMD and global Shareholding Disclosures.
The jobholder will be responsible for the management of a small number of direct reports, as well as having BAU responsibility for appropriateness of and adherence to robust process and controls. In addition, the role includes responsibility for ensuring the timeliness and accuracy of reporting, remediation, monitoring the regulatory landscape, the management of internal and external relationships, and Firm-wide project collaboration.
Come join our global team of creative thinkers, problem solvers and game changers. We offer accelerated career progression, a dynamic culture and expert training.