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For Companies At a Glance
- Tasks: Support senior planners with financial models and client documents while liaising with external professionals.
- Company: Join a respected Investment Management firm in London, known for its sophisticated client base.
- Benefits: Enjoy professional development opportunities and a clear route for career progression.
- Why this job: Work closely with experts in a values-driven environment, making a real impact on clients' wealth.
- Qualifications: A relevant degree and 2-3 years in a client-facing role; advanced qualifications are a plus.
- Other info: Ideal for motivated individuals eager to grow in wealth planning and financial services.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
Our client are a highly respected Investment Management business, who are looking for an Associate to joining the Wealth Planning team in London. This is a rare opportunity to work closely with senior wealth planners and investment advisors in a client-facing capacity, supporting a sophisticated, globally-connected HNW/UHNW client base. You will have a clear route of progression and be given professional development along the way.
Key Responsibilities
- Support Senior Wealth Planners by preparing tax and inheritance calculations, financial models, and tailored wealth planning action plans.
- Develop and maintain cash flow projection models for long-term planning scenarios.
- Review client documents (e.g., wills, trusts, POAs, tax returns) and summarise key insights with recommendations.
- Conduct research on UK and EMEA-specific tax and estate planning issues and develop relevant client education materials.
- Track client meeting follow-ups in collaboration with Investment Advisors to ensure timely execution.
- Assist in maintaining internal knowledge tools and directories, including software and third-party provider databases.
- Liaise with external professionals (lawyers, accountants) to build relationships and facilitate client support.
Key Experience Required
- A relevant degree; advanced qualifications are a plus
- 2–3 years’ experience in a client-facing role within wealth planning, estate planning, tax, or legal, ideally in a Private Bank, Family Office, Consulting or Law firm.
- Experience in dealing with HNW/UHNW clients
- Solid understanding of UK estate and lifetime taxation, pensions, and general financial planning concepts.
- Strong analytical skills with the ability to interpret and explain complex financial and legal documents.
- Excellent written and verbal communication, with a high level of professionalism and attention to detail.
If you’re a motivated and detail-oriented professional looking to take the next step in your wealth planning career within a values-driven, intellectually rigorous environment, we'd be delighted to hear from you.
Financial Planner employer: JCW Group
Contact Detail:
JCW Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the wealth planning and investment management sectors. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights into the role and company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in UK estate and lifetime taxation. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying informed in a rapidly changing field.
✨Tip Number 3
Prepare to discuss specific examples from your previous experience that showcase your analytical skills and client-facing abilities. Think about how you've successfully supported clients or senior planners in the past and be ready to share these stories.
✨Tip Number 4
Research the company’s values and mission statement. Understanding their approach to wealth planning and client relationships will allow you to tailor your conversations and show how your personal values align with theirs.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth planning, estate planning, or tax. Emphasise any client-facing roles and your understanding of HNW/UHNW clients to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your understanding of the investment management industry. Mention specific skills that relate to the responsibilities listed, such as preparing financial models or conducting research on tax issues.
Highlight Analytical Skills: In your application, provide examples of how you've used your analytical skills to interpret complex financial documents. This could include summarising key insights from client documents or developing cash flow projection models.
Showcase Communication Skills: Demonstrate your excellent written and verbal communication skills by ensuring your application is well-structured and free of errors. Consider including examples of how you've effectively communicated with clients or external professionals in previous roles.
How to prepare for a job interview at JCW Group
✨Know Your Financial Concepts
Make sure you have a solid understanding of UK estate and lifetime taxation, pensions, and financial planning concepts. Be prepared to discuss these topics in detail, as they are crucial for the role.
✨Showcase Your Analytical Skills
Be ready to demonstrate your analytical abilities by discussing past experiences where you interpreted complex financial or legal documents. Use specific examples to highlight how you approached these challenges.
✨Prepare Client-Facing Scenarios
Since this role involves working closely with HNW/UHNW clients, think of scenarios where you've successfully managed client relationships. Be prepared to share how you handled difficult situations and maintained professionalism.
✨Research the Company and Industry
Familiarise yourself with the investment management business and its approach to wealth planning. Understanding their values and recent developments in the industry will help you tailor your responses and show genuine interest.
