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For Companies At a Glance
- Tasks: Manage high-value client relationships and provide tailored financial advice.
- Company: Join Cazenove Capital, part of the global investment manager Schroders.
- Benefits: Competitive salary, flexible working, and opportunities for professional development.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in wealth planning and a Level 4 FCA-approved qualification.
- Other info: Inclusive culture that values diversity and encourages personal growth.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Job Description
About Cazenove Capital
At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
About Schroders, our parent company
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
The base
We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly.
The team
The team of Wealth Planners provide a financial advisory service to clients and prospects of the Wealth Management business. This incorporates all aspects of regulated advice, including pensions, tax advice and general guidance on financial issues. The Wealth Planning proposition is core to the wealth management offering and is often the starting point for new clients of the business.
What you'll do
- Manage a portfolio of high-value client relationships, owning the delivery and execution of their associated wealth planning strategies and structures;
- Actively market and develop profitable new client relationships using resources provided to you and your network;
- Provide financial advice to new and existing clients, covering all aspects of their lives, ensuring all client engagement is profitable, compliant and in the client's best interests;
- Meet with clients regularly, ensuring any agreed action is documented and implemented swiftly;
- Have primary responsibility for new client set-up, sign off and suitability for advice structures;
- Make clients aware of new and relevant planning opportunities that will benefit their position and meet their overall planning objectives;
- Act as a source of knowledge for portfolio managers in matters related to financial planning.
- On occasion, provide content to Marketing for distribution externally to clients and professional advisers and internally as training and updates for the wider Cazenove Capital business;
- Maintain and update your knowledge through continual professional development (CPD) and examinations, where suitable;
- Embody the core Schroders' values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.
The knowledge, experience and qualifications you need
- Experience in advising high-net-worth individuals on wealth planning and tax strategies;
- In-depth pension and taxation knowledge across all relevant areas.
- An approved Level 4 or above FCA-approved regulatory qualification;
- Achieved or close to attaining the CII Advanced Financial Planning Certificate, Chartered Financial Planner or equivalent professional qualification;
- A current Statement of Professional Standing (SPS).
- Good working knowledge of Microsoft Word, Excel and PowerPoint;
The knowledge, experience and qualifications that will help
- Familiarity with the fund management, professional advisory, IFA or life company industry;
- Minimum 3 'A' levels or equivalent;
- Pension Transfer Specialist qualification would be an advantage;
- Possess an excellent understanding and working knowledge of the major wealth planning strategies available in the UK marketplace and how these can be applied to HNW clients.
- Good understanding of Intelliflo Office and The Exchange.
What you'll be like
- Professional, organised and motivated, self-starter;
- Strong interpersonal and verbal/written communication skills;
- Ability to present clearly and concisely in a pressured environment;
- Able to communicate complex matters straightforwardly;
- Strong but tactful questioning skills and an ability to interpret personal information to understand an individual's motivations and drivers.
- Excellent analytical ability;
- High level of numeracy;
- Ability to form strong working relationships with colleagues at all levels;
- Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes.
We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
About Us
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
Wealth Planner - Schroders employer: Schroders
Contact Detail:
Schroders Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner - Schroders
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you meet potential employers or clients, make sure to highlight your knowledge in wealth planning and tax strategies. Share insights or recent trends you've noticed in the market. This will position you as a knowledgeable candidate who can add value right away.
✨Tip Number 3
Prepare for interviews by practising common questions related to wealth planning. Think about how you would handle specific client scenarios or challenges. The more prepared you are, the more confident you'll feel when it’s time to shine in front of the interview panel.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Schroders. Let’s get you that Wealth Planner role!
We think you need these skills to ace Wealth Planner - Schroders
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Wealth Planner role. Highlight your experience in advising high-net-worth individuals and any relevant qualifications you have. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about wealth planning and how your background makes you a great fit for Cazenove Capital. Be genuine and let your personality come through!
Showcase Your Knowledge: In your application, demonstrate your understanding of wealth planning strategies and tax regulations. Mention any specific tools or software you’re familiar with, like Intelliflo Office, as this shows you’re ready to hit the ground running with us.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Schroders
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth planning and tax strategies. Be ready to discuss specific cases or scenarios where you've successfully advised high-net-worth individuals. This shows you're not just familiar with the theory but can apply it in real-life situations.
✨Showcase Your Communication Skills
Since you'll be dealing with clients regularly, practice explaining complex financial concepts in simple terms. You might even want to prepare a few examples of how you've effectively communicated with clients in the past. This will demonstrate your ability to connect and build relationships.
✨Demonstrate Your Passion for Learning
Cazenove Capital values continual professional development, so be prepared to talk about any recent courses or qualifications you've pursued. Highlight your commitment to staying updated on industry trends and regulations, as this reflects your dedication to providing the best service to clients.
✨Align with Their Values
Familiarise yourself with Schroders' core values: Excellence, Innovation, Teamwork, Passion, and Integrity. Think of examples from your past experiences that align with these values and be ready to share them during the interview. This will show that you’re not just a fit for the role, but also for the company culture.
