Job Description
We are seeking an experienced professional to lead our wealth planning services in the UK region. The successful candidate will be responsible for developing and delivering comprehensive wealth planning solutions for high-net-worth and ultra-high-net-worth clients.
The role will involve managing a team of wealth planners, collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals.
The ideal candidate will have a thorough knowledge of wealth planning subject matter, particularly relating to UK resident/non-domiciled individuals, UK entrepreneurs, and financial market professionals, as well as international aspects related to their situation.
Key Responsibilities
* Develop and deliver comprehensive wealth planning solutions for high-net-worth and ultra-high-net-worth clients
* Manage a team of wealth planners and collaborate with relationship managers, investment advisors, and legal/tax professionals
* Provide guidance and information on UK tax and legal matters to clients
* Represent the organization at events and conferences to showcase its capabilities
Requirements
To be successful in this role, you will need:
* A Chartered Tax Adviser (CTA) qualification as a minimum
* Proven track record in managing high-profile client relationships and strong relationships building skills
* Capacity to understand cross-border planning and identify where input is required from other jurisdictions
* Excellent knowledge of FCA compliance procedures and other regulatory requirements
* Excellent communication skills and ability to explain complex tax and legal issues in an accessible manner
Benefits
This role offers a range of benefits, including:
* Opportunity to work with high-net-worth and ultra-high-net-worth clients
* Chance to develop and deliver comprehensive wealth planning solutions
* Collaborative and supportive team environment
* Ongoing professional development and training opportunities
About Us
We are a global organization dedicated to providing innovative and effective wealth planning solutions to individuals and families. Our team is passionate about delivering exceptional client service and creating lasting relationships.