Schroders Group seeks a Wealth Planning Specialist to manage high‑value client relationships and deliver comprehensive wealth planning strategies across pensions, tax and investments. You will develop new client relationships, provide compliant financial advice, and ensure actions are documented and executed efficiently.
Strong regulatory qualifications, SPS status, and experience with UK wealth planning are essential.
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Chartered Wealth Planner for HNW Clients employer: Schroders Group
Schroders is an exceptional employer, offering a dynamic work environment in the heart of London’s financial centre. With a strong emphasis on employee growth and flexible working arrangements, we foster a culture that values diverse perspectives and encourages innovation. Our commitment to personal performance and well-being ensures that you can thrive both professionally and personally while contributing to meaningful projects in the asset management sector.
