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Redstone Private Banking Search is a leading provider of search solutions for the international private banking and wealth management markets. We are working with a rapidly growing Multi-Family Office and Corporate Advisory firm in the UK who are seeking a skilled Wealth Planner to join their team.
Key Responsibilities:- Provide tailored advice to U/HNW clients on investments, tax planning, estate planning, inheritance, and overall wealth management/preservation.
- Regularly attend client meetings and travel to meet with clients in the UK.
- Stay up-to-date on regulatory changes to ensure advice is compliant and effective.
- Collaborate with shareholders to ensure the wealth planning division has the necessary tools to provide exceptional client service.
- Experience as a Wealth or Financial Planner for U/HNW clients with sophisticated needs.
- Strong knowledge of FCA and UK regulations and guidelines surrounding wealth planning and advisory.
- Excellent communication skills and ability to present complex information clearly.
- Level 4 certified financial advisor.
- Ability to work at least three days a week in the UK.
