Wealth Planner (Chartered)

About Cazenove CapitalAt 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 companySchroders 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.The baseWe 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 teamThe 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 doManage a portfolio of high-value client relationships, owning the delivery and execution of their associated wealth planning strategies and structuresActively market and develop profitable new client relationships using resources provided to you and your networkProvide 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 interestsMeet with clients regularly, ensuring any agreed action is documented and implemented swiftlyHave primary responsibility for new client set-up, sign off and suitability for advice structuresMake clients aware of new and relevant planning opportunities that will benefit their position and meet their overall planning objectivesAct as a source of knowledge for portfolio managers in matters related to financial planningOn occasion, provide content to Marketing for distribution externally to clients and professional advisers and internally as training and updates for the wider Cazenove Capital businessMaintain and update your knowledge through continual professional development (CPD) and examinations, where suitableEmbody the core Schroders’ values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.The knowledge, experience and qualifications you needExperience in advising high-net-worth individuals on wealth planning and tax strategiesIn-depth pension and taxation knowledge across all relevant areasAn 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 qualificationA current Statement of Professional Standing (SPS)Good working knowledge of Microsoft Word, Excel and PowerPoint.The knowledge, experience and qualifications that will helpFamiliarity with the fund management, professional advisory, IFA or life company industryMinimum 3 ‘A' levels or equivalentPension Transfer Specialist qualification would be an advantagePossess 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 clientsGood understanding of Intelliflo Office and The Exchange.What you’ll be likeProfessional, organised and motivated, self-starterStrong interpersonal and verbal/written communication skillsAbility to present clearly and concisely in a pressured environmentAble to communicate complex matters straightforwardlyStrong but tactful questioning skills and an ability to interpret personal information to understand an individual’s motivations and driversExcellent analytical abilityHigh level of numeracyAbility to form strong working relationships with colleagues at all levelsShow a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes.We recognise potential, whoever you areOur purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and 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.We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs
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.
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