Saunderson House is a professional firm of wealth managers based in the City of London. We are committed to providing objective and comprehensive advice to private clients, charities, trusts and family estates. The firm, which has ambitious growth plans, was established in 1968 and currently has more than £5 billion of funds under its advisory management. We have grown rapidly over the last few years and now have over 200 employees.
Assist with the preparation of outstanding financial advice on investments, pension planning, inheritance tax and estate planning, in an efficient manner
Support Client Relationship Manager and Senior Financial Planners/Financial Planners to execute client relationship strategy
Support the Client Relationship Manager and Senior Financial Planners/Financial Planners, to maintain strong relationships with clients, driving engagement and positive client outcomes
To always ensure that the work undertaken complies with the regulatory and legal environment
Knowledge and Qualifications
Degree or equivalent qualification
To be CII Diploma qualified (or equivalent) or close to qualification
Results-proven track record of exceeding goals
Proven track record of delivery of outstanding work to advisory teams
Proven track record of effectively drafting correspondence for clients and resolving client queries
Evidence of effective support in preparation for and during client meetings
Some of the attractions of working at Saunderson House are:
Flexible and autonomous approach to working
Friendly, professional and inclusive working environment
Discretionary bonus and excellent benefits.
Diversity and Inclusion
Saunderson House is committed to creating a diverse environment and is proud to be an equal opportunity employer. We are committed to recruiting and maintaining a diverse workforce irrespective of race, age, gender, sexual orientation, disability, religion or belief.