Wealth Planner - Uhnw - London

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. 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. 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