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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 advisory.
The predicted salary is between 43200 - 72000 £ per year.
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 in interviews but also demonstrate your commitment to staying informed in a rapidly changing field.
✨Tip Number 3
Prepare to discuss specific examples of how you've supported clients in previous roles. Highlight your experience with HNW/UHNW clients and be ready to explain how you’ve added value through your analytical skills and attention to detail.
✨Tip Number 4
Research the company’s values and mission statement. Be prepared to articulate how your personal values align with theirs, as cultural fit is often just as important as technical skills in client-facing roles.
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, such as analytical abilities and communication skills, that make you a great fit for the Wealth Planning team.
Highlight Relevant Qualifications: If you have advanced qualifications or relevant degrees, be sure to mention them prominently in your application. This will demonstrate your commitment to professional development and your suitability for the role.
Showcase Your Analytical Skills: Provide examples in your application that illustrate your strong analytical skills. Discuss experiences where you interpreted complex financial documents or developed financial models, as these are key aspects of the role.
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 general financial planning concepts. Brush up on these topics before the interview, as they are likely to come up in discussions.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Be ready to discuss how you would approach tax calculations, cash flow projections, and wealth planning action plans, showcasing your analytical skills.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and external professionals, practice articulating complex financial and legal concepts clearly and concisely. Highlight your written and verbal communication skills during the interview.
✨Research the Company and Industry
Familiarise yourself with the investment management business and its position within the industry. Understanding their values and recent developments will help you tailor your responses and demonstrate your genuine interest in the role.
