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.
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.
