This is a exciting opportunity to work for one the worlds leading wealth management companies and build a career for a leading multinational organisation. The role requires a individual with UK Private client/private wealth experience therefore, they will consider candidates from practice, private banks, Law firms or other advisory outfits.
As a UK wealth Planner you will be part of a large team covering all aspects of legal, trust and tax advice and you will be the main point for all in-house enquirers.
Duties will include:
* Building relationships with wealth structuring and business development colleagues assisting and supporting them proactively in servicing partners and developing new business.
* Develop and maintain knowledge of legal and tax aspects of personal wealth and financial planning issues facing UHNW clients in the UK.
* Develop and maintain relationships with clients.
* Liaise with external advisers, commission, analyze and summarize options.
* Participate in product and market development in conjunction with the business development team.
* Provide tax assistance on matters regarding new and existing business and clients.
For further detail or to confidentially discuss the role please contact lee redding