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- Tasks: Support ultra-high-net-worth clients through onboarding, meetings, and advice implementation.
- Company: Join a leading wealth management firm in London known for its exceptional client service.
- Benefits: Enjoy hybrid working, private medical insurance, and a subsidised gym membership.
- Why this job: Gain exposure to high-profile clients and develop your career in financial planning.
- Qualifications: 5 years in client support; strong communication and organisational skills required.
- Other info: Exam support offered for those looking to progress in financial planning.
The predicted salary is between 28000 - 36000 ÂŁ per year.
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 ÂŁ1M to over ÂŁ2B.
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)
- 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
- Salary: £35,000 – £45,000 depending on experience
- 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
- Hybrid working
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.
Wealth Planning Assistant employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Assistant
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or webinars where you can meet people who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Familiarise yourself with the latest trends in wealth management and financial planning. Being knowledgeable about current market conditions and investment strategies will show your commitment to the field and impress potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions related to client relationship management and financial planning. Think of specific examples from your past experience that demonstrate your skills and how you’ve successfully supported clients.
✨Tip Number 4
Showcase your organisational skills by discussing any tools or systems you've used to manage client relationships or projects. Highlighting your ability to maintain accurate records and manage multiple tasks will resonate well with hiring managers.
We think you need these skills to ace Wealth Planning Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client support or relationship roles within financial planning or private wealth. Emphasise your organisational skills and attention to detail, as these are crucial for the Wealth Planning Assistant position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and your ability to engage with high-net-worth clients. Mention specific examples of how you've successfully managed client relationships in the past.
Highlight Relevant Skills: In your application, clearly outline your experience with CRM systems and your ability to manage multiple tasks effectively. This role requires a proactive mindset, so demonstrate your enthusiasm for building long-term client relationships.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is essential for this role. Ensure all information is accurate and well-presented.
How to prepare for a job interview at mbf
✨Showcase Your Client Management Skills
Since the role involves liaising with high-net-worth clients, it's crucial to demonstrate your experience in client management. Prepare examples of how you've successfully supported clients in previous roles, focusing on your communication skills and ability to build relationships.
✨Highlight Your Organisational Abilities
The job requires a high level of organisation, so be ready to discuss how you manage multiple tasks and priorities. Share specific instances where your organisational skills led to successful outcomes, especially in a fast-paced environment.
✨Prepare for Technical Questions
Given the financial nature of the role, expect questions related to wealth management and financial planning. Brush up on relevant terminology and concepts, and be prepared to discuss how you've applied this knowledge in your past experiences.
✨Express Your Desire for Growth
The firm values candidates who are eager to progress within financial planning. Be sure to articulate your career aspirations and how this role aligns with your long-term goals. Mention any relevant qualifications or exams you plan to pursue.
