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For Companies At a Glance
- Tasks: Support clients with tailored wealth planning solutions and manage client relationships.
- Company: Leading global investment and wealth management firm based in the US.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Join a prestigious team and make a real difference in clients' financial futures.
- Qualifications: Law degree, 2-3 years of client-facing experience, and strong communication skills.
- Other info: Collaborative culture with opportunities to work alongside industry experts.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a leading US-based, Global Investment & Wealth management firm, is seeking a Wealth Planning Associate to join its London office. The London team supports clients in the UK and across the EMEA region, guiding succession planning, taxation, pensions, and related legal matters. This is a client-facing role that involves working closely with Senior Wealth Planners and Investment Advisors to deliver tailored, sophisticated solutions to a distinguished client base. You will contribute to research, preparation of client deliverables, development of educational resources, and the ongoing management of client relationships.
Overview
Key Responsibilities
Client and Team Support
- Prepare inheritance tax and lifetime taxation calculations, along with planning scenarios to support client decision-making.
- Review and summarise key features of client documents (e.g., wills, trusts, powers of attorney, tax returns) and provide recommendations for improvements.
- Draft actionable wealth planning strategies and client-ready documentation.
- Track and coordinate follow-up items from client meetings in partnership with Investment Advisors.
- Build and maintain cash flow models to illustrate long-term planning scenarios.
Research and Knowledge Development
- Research technical subjects related to estate, tax, and succession planning.
- Contribute to the creation and updating of country-specific planning overviews across EMEA.
- Conduct preliminary research on client-specific planning questions and summarise findings.
- Support the creation of client education materials such as guides, presentations, and visual tools.
- Assist in assessing new software tools and documenting internal processes.
- Monitor industry updates, highlighting relevant developments to the wider team.
Collaboration with External Professionals
- Work with external advisers, including lawyers and accountants, to ensure high-quality client outcomes.
- Maintain an updated directory of trusted professional contacts across EMEA.
- Support outreach initiatives to strengthen the team’s referral network.
Candidate Profile
- A law degree and a qualification to practice in the UK.
- 2–3 years of client-facing experience in wealth planning or private client law.
- Strong knowledge of estate planning, taxation, pensions, and financial planning principles.
- Experience advising US-connected clients is beneficial.
- Exceptional attention to detail with the ability to interpret complex legal and financial documents.
- Excellent written and verbal communication skills, capable of simplifying technical material for clients.
- Professional, discreet, and client-focused approach.
- Proficiency in Microsoft Office; familiarity with cash flow planning tools or willingness to learn.
Seniority level
- Associate
Employment type
- Full-time
Job function
- Finance, Analyst, and Strategy/Planning
Industries
- Law Practice, Financial Services, and Investment Management
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Associate Wealth Planner employer: JCW Group
Contact Detail:
JCW Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Wealth Planner
✨Tip Number 1
Network like a pro! Reach out to professionals in the wealth planning field, especially those who work with US-connected clients. Attend industry events or webinars to make connections and learn more about the role.
✨Tip Number 2
Practice your pitch! Be ready to explain how your experience aligns with the responsibilities of the Wealth Planning Associate role. Highlight your client-facing experience and your knack for simplifying complex information.
✨Tip Number 3
Show off your research skills! Prepare some insights on current trends in estate planning and taxation that could benefit potential clients. This will demonstrate your proactive approach and knowledge in the field.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Associate Wealth Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Associate Wealth Planner. Highlight your experience in wealth planning, taxation, and client-facing roles. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about wealth planning and how your background makes you a perfect fit for our team. Keep it concise but impactful!
Showcase Your Attention to Detail: In this role, attention to detail is key. When submitting your application, ensure there are no typos or errors. We appreciate candidates who take the time to present polished work!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at JCW Group
✨Know Your Stuff
Make sure you brush up on your knowledge of estate planning, taxation, and pensions. Familiarise yourself with the key features of client documents like wills and trusts, as well as any recent industry updates. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
Since this is a client-facing role, practice simplifying complex legal and financial concepts. Prepare examples of how you've communicated technical information to clients in the past. This will demonstrate your ability to connect with clients and make their lives easier.
✨Prepare for Scenario Questions
Expect to be asked about specific scenarios related to wealth planning. Think through potential client situations and how you would approach them. This will not only showcase your problem-solving skills but also your understanding of the role's responsibilities.
✨Build Rapport with Interviewers
Remember, interviews are a two-way street! Engage with your interviewers by asking insightful questions about the team and their approach to client relationships. This shows that you're not just interested in the job, but also in how you can contribute to their success.
