Senior Wealth Advisor (Associate Director)

We are looking for a suitably qualified adviser with experience of complex planning for HNW / UHNW families covering cash flow, structuring, inter-generational transfer of wealth. Ideally this is someone who goes further than just regulated advice and is tax and legal aware. Our client base ranges from business owners and entrepreneurs to individuals in professional services through to private equity partners and hedge fund managers. We assist clients coming to and leaving the UK alongside clients residing outside of the UK Reporting to the Head of Wealth Planning, the Associate Director will be responsible for ensuring the effective delivery of proactive, high quality, value-adding advice to a portfolio of clients and for developing the Wealth Planning business.

Suitable candidates will be minimum Level 6 qualified or ideally Chartered. Pension Transfer qualifications helpful.,

• Strong technical knowledge and experience across pensions, protection, trusts and investments
• Experience of building client relationships ideally within the ultra and high net worth client base
• A proven track record of new client acquisitions including the development of an external network of introducers and advocates, If you have the qualifications, experience and drive to make your mark in the UHNW space we want to hear from you. Education LevelDegree or EquivalentExperience LevelSeniorBenefits
  
  Stonehage Fleming's Wealth Planning business sits within a multi-family office spanning 19 offices in 14 jurisdictions.
Our London-based team of 25 provides integrated financial planning and investment advice to UK wealthy and aspiring individuals. As a planning led business we are regulated to provide financial advice in the UK across investments, pensions and protection, looking after around 250 client families with average assets in excess of £3million ranging from the next generation to billionaires.


• A competitive salary package including a discretionary bonus scheme
• A professional working environment within a highly-qualified team
• Support for ongoing professional development and studies relevant to the role
• The opportunity to work for a leading Family Office with strong ethical values, a client-centric foundation and c$170Bn of assets under advice
• We can help take your career to the next level