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- Tasks: Support ultra-high-net-worth clients with 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' experience 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 £ 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 £1M to over £2B.
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.
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 join relevant online forums to connect with individuals who can provide insights and potentially refer you to opportunities at firms like ours.
✨Tip Number 2
Familiarise yourself with the latest trends in wealth management and financial planning. Being knowledgeable about current market conditions and client needs will help you stand out during interviews and discussions.
✨Tip Number 3
Prepare to demonstrate your organisational skills and attention to detail. Think of specific examples from your past experience where you successfully managed client relationships or complex tasks, as these will be crucial for the role.
✨Tip Number 4
Show your enthusiasm for the role by researching our company culture and values. Tailor your conversations to reflect how your personal goals align with our mission, which will help you make a strong impression.
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 passion for wealth management and your desire to build long-term client relationships. Mention specific experiences that demonstrate your ability to liaise with high-net-worth clients and manage complex tasks.
Highlight Relevant Skills: In your application, clearly outline your strong communication skills and confidence in handling numbers. Provide examples of how you've successfully managed client interactions and supported teams in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your attention to detail and professionalism, which is essential for this role.
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 position requires a high level of organisation, especially in managing review diaries and documentation. Be ready to discuss specific tools or methods you use to stay organised and ensure that nothing falls through the cracks.
✨Prepare for Technical Questions
Given the financial nature of the role, expect questions related to wealth planning and financial products. Brush up on your knowledge of ISAs, pensions, and other relevant topics to show your understanding and readiness to engage with complex advice.
✨Express Your Desire for Growth
The firm values candidates who are eager to progress within financial planning. Be prepared to discuss your career aspirations and how you see this role fitting into your long-term goals, as well as your willingness to pursue further qualifications.
