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For Companies At a Glance
- Tasks: Support wealth planning services and advise on estate and succession strategies.
- Company: Leading global wealth management firm with exceptional career growth.
- Benefits: Competitive package, personal development, and in-house opportunities.
- Why this job: Join a prestigious firm and influence strategy while working on complex client matters.
- Qualifications: Relevant degree and experience in legal or tax advisory roles.
- Other info: Collaborative environment focused on high-net-worth clients.
The predicted salary is between 36000 - 60000 £ per year.
Associate – Wealth Planning
London | Wealth Management | Competitive Package
We are currently working with a leading global wealth management organisation, helping them grow their new Wealth Planning offering in London. This is an excellent opportunity to join a firm that are growing on a global scale, and who can offer exceptional career progression and personal development. You will be working with a portfolio of HNW/UHNW clients, helping with tailored services around succession planning, estate planning and inheritance tax.
The Role
As an Associate, you will play a key role in supporting the firm’s Wealth Planning services, providing expert guidance across a range of matters including:
- Advising on estate and succession planning strategies.
- Supporting clients and internal teams with inheritance tax planning.
- Reviewing and advising on complex legal documentation.
- Acting as an internal subject matter expert on private client issues.
- Working closely with wealth planners, investment managers, and external advisers to deliver holistic solutions to clients.
The Candidate
We are seeking candidates from either a Legal or Tax background. The successful candidate will have:
- A relevant degree, and experience ion either a law practice, consultancy, private banking or wealth management
- Experience advising private clients (HNW/UHNW) in estate planning, succession planning, or inheritance tax – either in a legal capacity or tax advisory role
- Strong technical knowledge combined with commercial awareness and the ability to communicate effectively with non-legal stakeholders.
- A collaborative mindset and genuine interest in wealth management and financial planning.
- An understanding of markets regulation outside of the UK is a plus – with experience of cross-border regulations for EU or US citizens particularly advantageous
Why Apply?
This role offers the chance to move in-house within a prestigious wealth management firm, while still focusing on the specialist private client areas where you have built your career. You will have the opportunity to influence strategy, work on complex client matters, and be part of a growing function that sits at the heart of the business.
Wealth Management Associate employer: JCW Group
Contact Detail:
JCW Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Associate
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its wealth planning services thoroughly. Be ready to discuss how your background in law or tax can add value to their team. Practise common interview questions and think of examples that showcase your expertise with HNW/UHNW clients.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your experience in estate planning, succession strategies, and inheritance tax. Use real-life examples (while keeping client confidentiality) to demonstrate your problem-solving abilities and technical knowledge.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Wealth Management Associate role. Plus, applying directly shows your enthusiasm and commitment to joining our growing team. Let’s get you started on this exciting journey!
We think you need these skills to ace Wealth Management Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Wealth Management Associate role. Highlight your experience with HNW/UHNW clients and any relevant legal or tax background. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your experience makes you a perfect fit for our team. Keep it engaging and personal – we love a good story!
Showcase Your Technical Knowledge: In your application, don’t shy away from showcasing your technical expertise in estate planning, succession strategies, and inheritance tax. We’re looking for candidates who can communicate complex ideas clearly, so make sure to demonstrate that skill!
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 get all the updates. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at JCW Group
✨Know Your Stuff
Make sure you brush up on your knowledge of estate and succession planning strategies. Familiarise yourself with the latest trends in inheritance tax and be ready to discuss how these impact HNW/UHNW clients. This will show that you're not just knowledgeable but also genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully advised private clients or dealt with complex legal documentation. Highlight your experience in a law practice, consultancy, or wealth management, as this will demonstrate your capability to handle the responsibilities of the role.
✨Communicate Clearly
Since you'll be working with non-legal stakeholders, practice explaining complex concepts in simple terms. This will help you convey your ideas effectively during the interview and show that you can bridge the gap between technical knowledge and client understanding.
✨Be Collaborative
Emphasise your ability to work well in teams, especially with wealth planners and investment managers. Share examples of how you've collaborated in the past to deliver holistic solutions for clients, as this is key to succeeding in a role that requires teamwork and communication.
