Cazenove Capital is seeking a Wealth Planner to manage a portfolio of high-net-worth clients, delivering comprehensive wealth planning and tax strategies. You will develop new client relationships, ensure compliant, profitable engagement, and act as a knowledge resource for portfolio managers.
The role requires FCA qualifications, SPS and strong pensions/tax knowledge, with flexible working and a collaborative culture within Schroders’ values. */
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Chartered Wealth Planner for High‑Net‑Worth Clients employer: Schroders
Schroders Wealth Management is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from a strong commitment to professional development, a culture that prioritises risk management excellence, and the opportunity to make a meaningful impact on client outcomes while ensuring compliance with regulatory standards. With a focus on fostering a supportive atmosphere, Schroders empowers its team members to grow and excel in their careers.
