Associate Director - Financial Planning Specialist
Associate Director - Financial Planning Specialist (Clients Provided) Regarded as one of the worlds leading financial service organisations with a truly global presence, they offer an array of private and corporate client services to HNW and UHNW customers. Typically, the business deals with clients whom have investable assets in excess of £2million and in some cases £10million plus. Working within the specialist Wealth and Tax Advisory team, it will be your remit to provide complex financial planning advice across various subjects including wealth preservation, pension transfers and retirement planning, in addition to tax consulting for both off-shore and domestic investments. You will work alongside the Private Banking team or asset gatherers in servicing their clients on the above areas, so the overall emphasis is not geared around business development, it is around your technical expertise. Successful applicants with be DipPFS as an absolute minimum, ideally progressing towards Chartered status. You will have excellent knowledge of private banking, wealth planning and HNW individuals. Experience around tax and pensions planning is paramount and must be within the top quartile of your peers with regards to performance. Salary for this is dependant on experience but more than likely to be up to £65,000 basic with a car allowance, pension and excellent benefits, in addition to bonus. |
