At a Glance
- Tasks: Lead and grow financial planning services for high-net-worth clients.
- Company: Bayford Hale, a specialist recruitment firm in wealth management.
- Benefits: Competitive salary, hybrid work model, and potential equity in the business.
- Other info: Opportunity to advance your career in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Chartered qualified with experience in international client management.
The predicted salary is between 80000 - 100000 £ per year.
The client is a global external asset manager who services international clients across booking centres in the UK, Jersey, Switzerland, Monaco, France, Singapore, Dubai, Luxembourg and Liechtenstein.
Our client is looking for a Senior Financial Planner/Wealth Planner to come in and lead/grow the financial planning sector for the company in London. This individual will provide financial planning services to clients who are HNW/UHNW International clients (RND/NRND).
Requirements
- Chartered qualified (or equivalent)
- Experience in looking after international clients (UK resident non-dom or/and non-resident non-dom clients)
Job Information
- Hybrid (4 days in office)
- Competitive salary package
- Potential for equity in the business
What We Do
Bayford Hale is a specialist recruitment, executive search, and leadership advisory firm focused on the Wealth Management, Asset Management, Family Office, and IFA sectors across the UK, Europe, and the Middle East. We partner with financial services firms to identify and secure high-calibre talent, helping clients build diverse, ethical, and high-performing teams while supporting candidates in advancing their careers.
Global UHNW Wealth Planner — Senior Financial Advisor employer: Bayford Hale
Bayford Hale is an exceptional employer, offering a dynamic work culture that prioritises employee growth and development within the prestigious financial planning sector. Located in London, our hybrid working model allows for a balanced lifestyle while providing competitive salaries and the potential for equity in the business, making it an ideal environment for ambitious professionals looking to make a significant impact in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Global UHNW Wealth Planner — Senior Financial Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at Bayford Hale.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their focus on HNW/UHNW clients. Be ready to discuss how your experience aligns with their needs and how you can contribute to growing their financial planning sector.
✨Tip Number 3
Showcase your expertise! Bring along case studies or examples of how you've successfully managed international clients in the past. This will demonstrate your capability and give you an edge over other candidates.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Global UHNW Wealth Planner — Senior Financial Advisor
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of a Senior Financial Planner. Highlight your experience with international clients and any relevant qualifications, like being chartered. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth planning and how you can contribute to our team. Be sure to mention your experience with HNW/UHNW clients, as that’s key for us.
Showcase Your Skills:In your application, don’t just list your skills—show us how you've used them in real situations. Whether it's managing complex portfolios or providing bespoke financial advice, we want to know how you’ve made an impact in your previous roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Bayford Hale
✨Know Your Stuff
Make sure you brush up on your knowledge of international financial planning, especially for HNW and UHNW clients. Understand the nuances of different tax regulations in the various booking centres mentioned in the job description. This will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Experience
Prepare to discuss specific examples from your past experience where you've successfully managed international clients. Highlight any challenges you faced and how you overcame them. This will demonstrate your capability and readiness to lead the financial planning sector.
✨Ask Insightful Questions
Come prepared with thoughtful questions about the company's approach to wealth management and their vision for growth in London. This shows that you're engaged and serious about the opportunity, plus it gives you a chance to assess if the company aligns with your career goals.
✨Dress the Part
Since this is a senior position, make sure you dress professionally and appropriately for the interview. A smart appearance can boost your confidence and create a positive first impression, which is crucial in the financial services industry.
