Senior Wealth Advisor (Associate Director)

Company: Stonehage Fleming’s Wealth Planning business, part of a multi-family office with 19 offices across 14 jurisdictions. Location: London, United Kingdom Job Category: Other EU work permit required: Yes Job Reference: 8e4ec8d9f357 Job Views: 5 Posted: 02.06.2025 Expiry Date: 17.07.2025 Job Description: Role Overview: We are seeking a qualified adviser with experience in complex financial planning for HNW/UHNW families, covering areas such as cash flow, structuring, and inter-generational wealth transfer. The candidate should possess knowledge beyond regulated advice, including tax and legal awareness. Responsibilities: Deliver high-quality, proactive advice to a portfolio of clients. Develop and grow the Wealth Planning business. Candidate Profile: Minimum Level 6 qualification or Chartered status; pension transfer qualifications are advantageous. Strong technical knowledge in pensions, protection, trusts, and investments. Experience building relationships with ultra and high net worth clients. Proven track record in client acquisition and developing networks of introducers and advocates. What We Offer: Competitive salary and discretionary bonus. Support for ongoing professional development. Opportunity to work within a leading Family Office managing approximately $170 billion in assets. If qualified and driven to succeed in the UHNW space, we encourage you to apply. #J-18808-Ljbffr