Negotiable
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This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.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
Bonus: Very competitiveBenefits: Excellent package including private healthcare, pension, and moreHybrid Working: 3 days in-office, 2 from home (flexible based on needs)Location: Central LondonKey Responsibilities
Attend and actively participate in client meetings alongside the PartnerPrepare financial plans, rebalance reports, and investment summariesDeliver a seamless client experience through exceptional planning and executionMaintain up-to-date, compliant client records in CRM and manage documentationLiaise with platforms and service providers to support investment processesProvide ad hoc client reporting, including CGT calculations and performance updatesSupport client onboarding and ongoing relationship managementIdeal Candidate Profile
Minimum 5 years’ experience in a wealth/investment management roleChartered or Certified Financial Planner or CISI Level 6Experience working with UHNW clientsProficient in CRM systems and Microsoft Office, especially ExcelStrong analytical and communication skills, both written and verbalExceptional attention to detail and ability to manage multiple prioritiesA proactive, team-oriented mindset with a commitment to personal developmentThis 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 ..... full job details .....
Negotiable