Overview of the Role

The Wealth Planning Director is a leadership position responsible for delivering exceptional wealth planning advice to high‑net‑worth clients, driving business growth, and ensuring compliance with regulatory standards. This role combines strategic oversight, client relationship management, and supporting the wider business to promote the success of Wealth Management and the Schroder Group.

Principal Responsibilities

• Lead and manage client relationships, ensuring delivery of bespoke wealth planning strategies and structures.
• Develop a deep understanding of clients’ family dynamics, personal circumstances, risk profiles, objectives, and planning needs to provide tailored solutions.
• Respond promptly and professionally to client queries, maintaining the highest standards of service.
• Proactively identify and communicate new planning opportunities that align with clients’ objectives.

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