Job Description
Associate – Wealth Planning
London | Wealth Management | Competitive Package
We are currently working with a leading global wealth management organisation, helping them grow their new Wealth Planning offering in London. This is an excellent opportunity to join a firm that are growing on a global scale, and who can offer exceptional career progression and personal development. You will be working with a portfolio of HNW/UHNW clients, helping with tailored services around succession planning, estate planning and inheritance tax.
The Role
As an Associate, you will play a key role in supporting the firm’s Wealth Planning services, providing expert guidance across a range of matters including:
* Advising on estate and succession planning strategies.
* Supporting clients and internal teams with inheritance tax planning.
* Reviewing and advising on complex legal documentation.
* Acting as an internal subject matter expert on private client issues.
* Working closely with wealth planners, investment managers, and external advisers to deliver holistic solutions to clients.
The Candidate
We are seeking candidates from either a Legal or Tax background. The successful candidate will have:
1. A relevant de...