Wealth Planner - UK
Confirmed on the employer's own hiring board on Nov 12, 2026. First seen by Alion on Nov 12, 2026. Utmostgroup scores A on the Alion truth index.
About Utmost International
Utmost International is a leading provider of insurance-based wealth solutions operating across the UK, Europe, Latin America, Asia, and the Middle East. Its solutions are largely based on unit-linked insurance policies, serving the needs of affluent, high net worth (HNW), and ultra-high net worth (UHNW) individuals.
About Utmost Luxembourg S.A.
Sitting at the crossroads of private banking, asset management, and insurance, we operate in a well-established and fast-growing division of the financial services industry. Our dynamic international team of 450+ experienced wealth structuring specialists, subject-matter and technical experts consists of 50 different nationalities, speaking over 30 languages.
We are a diverse and inclusive organisation driven by a values-based culture that promotes excellence, ambition, and innovation. We invest in talented teams who develop their expertise, curated through support and training, and fostered through a people centred culture. Our people truly are our greatest asset!
Your role - Are you ready for a challenge?
The Wealth Planner - UK will play a key role in the implementation of Utmost Wealth Solutions product and marketing strategy for the UK market, as identified in the group business plans. They will report to the Head of UK Technical Services and provide Tax, Legal and Regulatory Support, Product Literature Development and Project Management.
Your responsibilities will be as follows:
- Provide in-house technical expertise on UK tax, legal & regulatory matters relating to Utmost UK market products.
- Provide practical solutions to the Utmost sales department in relation to Utmost UK market products, including structuring new sales to ensure they are UK compliant and tax efficient.
- Undertake UK tax, legal and regulatory review of the technical content in product marketing materials to ensure product offering documentation and technical materials are compliant in UK at all times.
- Develop extensive knowledge of Utmost Wealth Solutions products with a focus on the ULux suite of products.
- Monitor new UK insurance regulations and tax legislation and analyse how they affect Utmost UK market products.
- Develop, review and negotiate legal documentation to support business development initiatives relating to Utmost Wealth Solutions products that is legally robust and commercially viable.
- Manage external legal and tax firms where advice is required on Utmost UK market products and other department initiatives including negotiation of engagements and negotiation of fees.
- Advise on UK legal issues relating to UK product launches.
- Contribute to any UK product or department-related training programmes for the business to ensure staff have the knowledge needed to carry out their roles.
Your profile - Have you got what it takes to become our Wealth Planner - UK?
- Holds a relevant UK tax or legal qualification.
- Some experience of working in a UK Legal or Tax firm.
- Experience of working within a UK legal / tax or technical role in an Insurance Company or other Financial Services company.
- Experience of insurance product material design and support.
- Experience of corporate, commercial, securities/funds and insurance law.
- Experience of contract law in insurance business/financial services.
- Experience of delivering commercially viable tax, legal & regulatory advice.
- Fluent in English.
- Strong management skills in terms of managing people, budgets, relationships and planning around tight deadlines.
- A proven ability to build good relationships and contacts with staff, managers and directors.
- Strong negotiation & influencing skills.
- Excellent communication skills, both verbal and written, and an ability to translate complex legal issues and advice into more easily understandable language.
- Positive, ‘can do’ approach used to influencing at a variety of levels with internal and external stakeholders and with the desire to drive change
- Driven, results orientated individual with the ability to work alone and as part of a diverse team and often geographically split team.
As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to gender, colour, religion, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Given the sensitive nature of our business, industry sector and the role as described, the selected candidate is required to provide a criminal record (Bulletin n°3 for Luxembourgish residents). This excerpt will be kept by Utmost Luxembourg S.A. in compliance with article 8-5 (2) of the law of 23 July 2016 and for no longer than one month from the conclusion of the employment contract; otherwise, it will be destroyed without any undue delay should the candidate not be hired.
Utmost Luxembourg S.A. is aware of its obligations under the General Data Protection Regulation (GDPR) and is committed to processing your data securely and transparently.
Our Recruitment Privacy Notice is in line with GDPR and provides more information with regards to the types of data that we collect and hold on you as a job applicant, including for the performance of Background Checks. It also sets out how we use that information, how long we keep it for and other relevant information about your data. For full details please click here Recruitment Privacy Statement
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