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- Tasks: Join a high-performing team advising Ultra High Net Worth clients and support a Founding Partner.
- Company: A boutique wealth management firm managing over £3bn in assets.
- Benefits: Enjoy a competitive salary, private healthcare, pension, and hybrid working options.
- Why this job: Gain mentorship from industry leaders and transition into a client-facing Wealth Manager role.
- Qualifications: 5+ years in wealth management, Chartered or Certified Financial Planner, strong analytical skills.
- Other info: This role offers exposure to complex client scenarios and a clear career progression path.
The predicted salary is between 52000 - 84000 £ per year.
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.
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Wealth Planner
✨Tip Number 1
Network with professionals in the wealth management industry, especially those who have experience with Ultra High Net Worth clients. Attend industry events or webinars to connect with potential colleagues and mentors who can provide insights into the role and the firm.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in wealth management, particularly those affecting UHNW clients. This knowledge will not only enhance your conversations during interviews but also demonstrate your commitment to staying informed in a rapidly evolving field.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that showcase your analytical skills and attention to detail. Be ready to explain how you've successfully managed client relationships and contributed to financial planning processes in previous roles.
✨Tip Number 4
Research the boutique wealth management firm thoroughly, including its values, culture, and the Founding Partner's background. Tailoring your approach to align with their ethos will help you stand out as a candidate who is genuinely interested in joining their team.
We think you need these skills to ace Associate Wealth Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management, particularly with Ultra High Net Worth clients. Emphasise your analytical skills and any certifications like Chartered Financial Planner or CISI Level 6.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the opportunity to work alongside a respected industry figure. Mention specific experiences that demonstrate your ability to deliver exceptional client service and manage complex financial scenarios.
Showcase Your Skills: Highlight your proficiency in CRM systems and Microsoft Office, especially Excel. Provide examples of how you've used these tools to enhance client relationships or improve financial planning processes.
Prepare for Interviews: Research the firm and its approach to wealth management. Be ready to discuss your experience with UHNW clients and how you can contribute to their team. Prepare questions that show your interest in their operations and culture.
How to prepare for a job interview at mbf
✨Showcase Your Experience
Make sure to highlight your minimum 5 years of experience in wealth or investment management. Be prepared to discuss specific examples of how you've worked with Ultra High Net Worth clients and the impact of your contributions.
✨Demonstrate Analytical Skills
Since strong analytical skills are crucial for this role, be ready to discuss your experience with financial planning, portfolio management, and any relevant tools or software you’ve used. Consider preparing a case study or example that showcases your analytical prowess.
✨Prepare for Client Scenarios
Expect to be asked about how you would handle various client scenarios. Think about complex situations you've encountered in the past and how you resolved them, as well as how you would ensure a seamless client experience.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to wealth management, their client base, and the mentorship opportunities available. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
