Financial Planner

UK, Europe, Singapore, Hong Kong, Middle East.




Award winning international financial planning firm established in the UK in 1898 helping people make the most of their money for more than a century. Providing tax-led financial advice to expatriates remains the cornerstone of the business.



·       FT Adviser’s Top 100 Financial Advisers in 2018 (Awarded number 5)

·       International Adviser’s Best Adviser in Hong Kong and UK in 2018.

·       IA’s 2018 Excellence in Investment Planning for Singapore and Hong Kong.

·       International Investment Awards 2018 – Best Best-Practice Advisory / Wealth Management Asia and Overall Winner.

·       British Chamber of Commerce Singapore 19th Annual Business Awards for Customer Experience.

·       CII’s Gold Standard for pension transfer advice.



Build strong long-term relationships with clients providing clear and transparent advice in all aspects of financial planning from tax and wealth planning to trusts and estates.



·       Degree level qualification.

·       UK Level 4 (or equivalent) qualification required (ideally Chartered).

·       UK-based financial advisory or private banking experience preferred.

·       Able to self-start but must be a team player.

·       Capable of developing and growing their business through active networking, referrals and introducers.

·       Excellent writing and presentation skills in English.

·       Familiar with local tax and compliance procedures.

·       All advisers are expected to exude professionalism and gravitas.



      Join one of the most well respected and highly regulated advisory firms in the UK and internationally.

      Clients and leads will be provided to qualified and experienced candidates.

·       Access to extensive tax planning and asset management resources as well as full back-office and compliance support.

·       Salary + bonus remuneration structure to be negotiated based on experience and the successful completion of local exams (if necessary).



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