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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:
* 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
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.
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