Director - Wealth Planning, UHNW clients

About the role

A high‑profile market leader in the ultra‑high‑net‑worth (UHNW) space is seeking two Directors to join its Wealth Planning team in London. You will work with clients whose assets range from £5 million to £50 million, delivering complex financial planning and wealth‑structuring advice.

Key responsibilities

• Provide sophisticated financial planning and wealth structuring solutions for UHNW clients.
• Manage client relationships, primarily sourced through internal referrals.
• Collaborate with internal teams to ensure holistic advice across investment, tax, and estate matters.
• Maintain compliance with regulatory standards and internal policies.

Required profile

• Proven senior‑level experience as a financial planner or wealth adviser.
• Demonstrated ability to serve UHNW clients with assets between £5 M and £50 M.
• Strong analytical and problem‑solving skills.
• Excellent communication and client‑relationship management.

Required skills

What we offer

• Competitive remuneration package (£120k‑£180k per year).
• Opportunity to work at the top end of the market with a leading firm.
• Professional development and career progression within a prestigious team.