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- Tasks: Provide expert financial advice to high net worth families and grow the Wealth Planning business.
- Company: Join Stonehage Fleming, a leading multi-family office with a global presence.
- Benefits: Enjoy a competitive salary, bonuses, and support for your professional growth.
- Why this job: Make a real impact in wealth management while working with elite clients and a top-tier team.
- Qualifications: Must have Level 6 qualification or Chartered status; experience with HNW clients is essential.
- Other info: This role offers a chance to manage significant assets in a dynamic environment.
The predicted salary is between 72000 - 108000 £ per year.
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
Senior Wealth Advisor (Associate Director) employer: Stonehage Fleming
Contact Detail:
Stonehage Fleming Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Advisor (Associate Director)
✨Tip Number 1
Network strategically within the wealth management sector. Attend industry events, seminars, and conferences where you can meet professionals already working with HNW/UHNW clients. Building relationships with these individuals can lead to valuable introductions and insights into the role.
✨Tip Number 2
Showcase your expertise in complex financial planning during informal discussions or networking events. Be prepared to discuss specific cases or scenarios where you've successfully advised clients, as this demonstrates your capability and builds trust with potential employers.
✨Tip Number 3
Stay updated on the latest trends and regulations affecting wealth management, particularly those relevant to HNW/UHNW families. This knowledge will not only enhance your conversations but also position you as a thought leader in the field, making you more attractive to potential employers.
✨Tip Number 4
Consider reaching out to current employees at Stonehage Fleming through platforms like LinkedIn. Engaging with them can provide you with insider information about the company culture and expectations, which can be invaluable during interviews.
We think you need these skills to ace Senior Wealth Advisor (Associate Director)
Some tips for your application 🫡
Understand the Role: Take time to thoroughly read the job description for the Senior Wealth Advisor position. Understand the key responsibilities and required qualifications, especially the importance of experience with HNW/UHNW families and complex financial planning.
Tailor Your CV: Customise your CV to highlight relevant experience in financial planning, client acquisition, and relationship building with ultra-high-net-worth clients. Emphasise any qualifications such as Level 6 or Chartered status, and include specific examples of your achievements in these areas.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth planning and your understanding of the unique needs of HNW/UHNW families. Mention your technical knowledge in pensions, trusts, and investments, and how you can contribute to the growth of Stonehage Fleming’s Wealth Planning business.
Proofread and Edit: Before submitting your application, carefully proofread your CV and cover letter for any spelling or grammatical errors. Ensure that your documents are clear, concise, and professional, reflecting your attention to detail which is crucial in the wealth advisory field.
How to prepare for a job interview at Stonehage Fleming
✨Showcase Your Technical Knowledge
Make sure to highlight your strong technical knowledge in pensions, protection, trusts, and investments during the interview. Be prepared to discuss specific cases where you've successfully applied this knowledge to benefit clients, especially HNW/UHNW families.
✨Demonstrate Relationship-Building Skills
Since the role involves working with ultra and high net worth clients, it's crucial to demonstrate your ability to build and maintain relationships. Share examples of how you've developed networks of introducers and advocates in your previous roles.
✨Prepare for Complex Financial Scenarios
Expect questions that assess your ability to handle complex financial planning scenarios. Prepare to discuss your approach to cash flow management, structuring, and inter-generational wealth transfer, showcasing your problem-solving skills.
✨Express Your Commitment to Professional Development
The company values ongoing professional development, so be ready to discuss how you plan to continue growing in your career. Mention any relevant qualifications you hold or are pursuing, and express your enthusiasm for learning more about the UHNW space.
