Head of Wealth Planning Role Summary:
">
">
* We are seeking a highly experienced and skilled professional to lead our wealth planning services for high-net-worth and ultra-high-net-worth clients in the UK region.
">
* The successful candidate will have expertise in wealth planning, tax, and legal matters, particularly in the UK, and the ability to deliver holistic solutions that align with clients' long-term goals.
">
* The role involves managing a team of wealth planners, collaborating with relationship managers, investment advisors, and legal/tax professionals, and providing guidance and information to private clients on tax and legal matters.
">
* The ideal candidate will have excellent communication skills, be able to explain complex tax and legal issues in an accessible manner, and have a passion for working with private clients and attending in-person meetings.
">
">
About the Job:
">
The Head of Wealth Planning will be responsible for leading the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth and ultra-high-net-worth clients in the UK region.
">
The role requires expertise in wealth planning, tax, and legal matters, particularly in the UK, as well as strong relationships building skills and the ability to manage high-profile client relationships.
">
The successful candidate will have experience in managing teams and collaborating with cross-functional teams, including relationship managers, investment advisors, and legal/tax professionals.
">
About You:
">
To be successful in this role, you will need to have a thorough knowledge of wealth planning subject matter, particularly relating to UK resident/non-domiciled individuals, UK entrepreneurs, and financial market professionals.
">
You will also need to have a proven track record in managing high-profile client relationships, strong relationships building skills, and the ability to understand and identify cross-border planning requirements.
">
Excellent communication skills, the ability to explain complex tax and legal issues in an accessible manner, and a passion for working with private clients and attending in-person meetings are essential for this role.
">