Wealth Planner; Chartered

AtCazenove 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.

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

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 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.

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.

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.

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…