Job Description
Are you an experienced Associate Wealth Planner ready for your next step, working directly with one of the industry's most respected figures? This is a rare opportunity to join a high-performing team advising Ultra High Net Worth clients across international and UK markets.
Our client, a boutique wealth management firm managing upwards of £3bn in assets under management (AUM) is looking for an Associate Wealth Planner to support a Founding Partner in delivering best-in-class advice and service to sophisticated clients. You’ll play a key role in client meetings, portfolio planning, and overall relationship management, with a clear path to a Wealth Manager position over time.
What’s on Offer:
* Salary: £62,000 – £70,000 (Flexible)
* Bonus: Very competitive
* Benefits: Excellent package including private healthcare, pension, and more
* Hybrid Working: 3 days in-office, 2 from home (flexible based on needs)
* Location: Central London
Key Responsibilities:
* Attend and actively participate in client meetings alongside the Partner
* Prepare financial plans, rebalance reports, and investment summaries
* Deliver a seamless client experience through exceptional planning and execution
* Maintain up-to-date, compliant client records in CRM and manage documentation
* Liaise with platforms and service providers to support investment processes
* Provide ad hoc client reporting, including CGT calculations and performance updates
* Support client onboarding and ongoing relationship management
Ideal Candidate Profile:
* Minimum 5 years’ experience in a wealth/investment management role
* Chartered or Certified Financial Planner or CISI Level 6
* Experience working with UHNW clients
* Proficient in CRM systems and Microsoft Office, especially Excel
* Strong analytical and communication skills, both written and verbal
* Exceptional attention to detail and ability to manage multiple priorities
* A proactive, team-oriented mindset with a commitment to personal development
This is not just another planning role, it’s an opportunity to build your career under the mentorship of a senior industry leader, gain exposure to complex client scenarios, and transition into a client-facing Wealth Manager role.