We are working with a leading wealth management firm based in the heart of London to recruit a Wealth Planning Assistant. This is an outstanding opportunity for a highly organised and client-focused professional to join a well-regarded team advising ultra-high-net-worth clients, with portfolios ranging from £1M to over £2B. The successful candidate will work closely with two experienced advisers, supporting the full client lifecycle — from onboarding and ongoing relationship management to preparing review meetings and helping implement complex advice. Key Responsibilities: Act as a key liaison between clients and internal teams, ensuring delivery of an exceptional client experience Prepare review meeting packs, attend client meetings, take notes, and manage follow-up actions Oversee the implementation of advice, working closely with technical and administrative colleagues Support onboarding of new clients, including preparation of proposals and necessary documentation Contribute to “shortened advice” cases (e.g. ISAs, pension contributions/withdrawals) Maintain accurate records and ensure all CRM systems are up to date Own and manage the annual review diary to ensure timely and compliant reviews Liaise confidently with clients, internal stakeholders, and external third parties (lawyers, accountants, providers) What We’re Looking For: Minimum of 5 years’ experience in a client support or relationship role within financial planning or private wealth Strong communication skills and the confidence to engage with high-net-worth clients and senior professionals A high level of attention to detail, organisational ability, and confidence handling numbers Desire to progress within financial planning — exam support will be offered A team player with a proactive mindset and a genuine interest in building long-term client relationships Package: Salary: £35,000 – £45,000 depending on experience Annual discretionary bonus Private Medical Insurance Income Protection Season Ticket Loan Death in Service cover Employee Assistance Programme Subsidised Gym Membership Cycle to Work Scheme Hybrid working This is a brilliant opportunity to join a high-profile wealth management business offering long-term career growth, excellent support, and exposure to some of the most interesting work in the sector.