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Permanent

Associate Wealth Planner

London
money-bag 60000.00-60000.00 Annual
3085445520
Posted 1 week ago

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 competitiveBenefits: Excellent package including private healthcare, pension, and moreHybrid 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 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 management Ideal Candidate Profile: Min

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