Wealth Planner - Director

Job Description

Oxley & Partners are searching for a London based Wealth Planner who has demonstrable experience of advising on complex matters for HNW/UHNW private clients including cross-border wealth structuring meaning an international perspective on Wealth Planning is highly desirable.

Wealth Planning is a core offering of our clients world-renowned advisory solutions unit. As a Wealth Planner, you'll be at the forefront of their exclusive UHNW Private Client space, providing specialised wealth planning services that set them apart from the rest.

Partnering with Relationship Managers, you'll be instrumental in maintaining and retaining private client relationships. Your strategic wealth planning advice and tailor-made solutions will be the secret to their clients' financial success.

You'll be immersed within the high end world of wealth planning, focusing on the unique needs of esteemed clients. While your primary focus will be on domestic wealth planning for UK-based clients, you'll also tackle complex international and cross-border challenges that will expand your expertise.

Joining the team means becoming part of a highly prestigious Private Bank within the UHNW Private Client space. You'll collaborate closely with their renowned WP function and colleagues across the group, gaining exposure to unrivaled expertise and resources. 

Staying ahead of industry changes and regulations is paramount, and you'll be the trusted source of knowledge for our clients and internal stakeholders. You'll also have the chance to contribute to exciting projects, shaping the future of wealth planning both within WP and across the Private Bank.

If you're a wealth planning aficionado seeking an extraordinary opportunity to work with the elite of UHNW Private Clients, then this really is a huge opportunity for you.

Please note that we are seeking a highly qualified Wealth Planner with strong experience of servicing the needs of both HNW and UHNW private clients.

A strong base salary ranging from £100k - £150k + Bonus + Benefits is on offer for the right candidate.

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