{"id":2441528,"url":"https://alion.io/job/schroders-wealth-planner-chartered","title":"Wealth Planner (Chartered)","company":{"id":1759316,"name":"Schroders","domain":"schroders.com","url":"https://alion.io/company/schroders-com","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Oracle","truth_index":null},"role":"Operations","role_family":"Operations","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["London, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":44000,"max_usd":97000,"period":"year","method":"role_country_seniority_unknown","sample_n":392},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-17T12:18:38Z","employer_posted_date":"2026-09-17","last_verified_at":"2026-10-13T20:13:11Z","board_verified":true,"closed_at":null,"days_open":26,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":26},"description":"About Cazenove Capital\nAt Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the 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.\nAbout Schroders, our parent company\nSchroders 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.\nEstablished 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.\nThe base\nWe 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.\nThe team\nThe 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.\nWhat you’ll do\nManage a portfolio of high-value client relationships, owning the delivery and execution of their associated wealth planning strategies and structures\nActively market and develop profitable new client relationships using resources provided to you and your network\nProvide 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\nMeet with clients regularly, ensuring any agreed action is documented and implemented swiftly\nHave primary responsibility for new client set-up, sign off and suitability for advice structures\nMake clients aware of new and relevant planning opportunities that will benefit their position and meet their overall planning objectives\nAct as a source of knowledge for portfolio managers in matters related to financial planning\nOn 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\nMaintain and update your knowledge through continual professional development (CPD) and examinations, where suitable\nEmbody the core Schroders’ values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.\nThe knowledge, experience and qualifications you need\nExperience in advising high-net-worth individuals on wealth planning and tax strategies\nIn-depth pension and taxation knowledge across all relevant areas\nAn approved Level 4 or above FCA-approved regulatory qualification;\nAchieved or close to attaining the CII Advanced Financial Planning Certificate, Chartered Financial Planner or equivalent professional qualification\nA current Statement of Professional Standing (SPS)\nGood working knowledge of Microsoft Word, Excel and PowerPoint.\nThe knowledge, experience and qualifications that will help\nFamiliarity with the fund management, professional advisory, IFA or life company industry\nMinimum 3 ‘A' levels or equivalent\nPension Transfer Specialist qualification would be an advantage\nPossess 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 clients\nGood understanding of Intelliflo Office and The Exchange.\nWhat you’ll be like\nProfessional, organised and motivated, self-starter\nStrong interpersonal and verbal/written communication skills\nAbility to present clearly and concisely in a pressured environment\nAble to communicate complex matters straightforwardly\nStrong but tactful questioning skills and an ability to interpret personal information to understand an individual’s motivations and drivers\nExcellent analytical ability\nHigh level of numeracy\nAbility to form strong working relationships with colleagues at all levels\nShow a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes.\nWe recognise potential, whoever you are\nOur 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.\nWe 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","description_format":"text","description_chars":5415,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Flexible schedule","Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-10-13T12:11:54Z"}],"visa":[],"liveness":{"score":33,"band":"fade","label":"Fading","p_open":1,"p_active":0.595,"p_room":0.55,"age_days":26,"expected_fill_days":20,"reasons":["conf:2","win:tail"],"computed_at":"2026-10-13T22:23:05Z"},"pay":null,"html_url":"https://alion.io/job/schroders-wealth-planner-chartered","json_url":"https://alion.io/job/schroders-wealth-planner-chartered.json","meta":{"generated_at":"2026-10-13T22:23:05Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":34175,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1759316},"rest":"https://alion.io/mcp/rest/get_company?id=1759316"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fschroders-wealth-planner-chartered"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fschroders-wealth-planner-chartered"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fschroders-wealth-planner-chartered"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/schroders-wealth-planner-chartered\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fschroders-wealth-planner-chartered"}]}