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- Tasks: Support senior wealth planners with financial models and client documentation.
- Company: Join a respected Investment Advisory firm in London, known for its global client base.
- Benefits: Enjoy a collaborative environment with opportunities for professional growth and development.
- Why this job: Gain hands-on experience in wealth planning while working closely with industry experts.
- Qualifications: A relevant degree and 2-3 years in a client-facing financial role are essential.
- Other info: Ideal for motivated individuals seeking to advance their career in a values-driven setting.
The predicted salary is between 43200 - 72000 £ per year.
Our client are a highly respected Investment Advisory 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 client base.
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 financial services, ideally in a Private Bank or Family Office
- 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.
Wealth Planner employer: JCW Group
Contact Detail:
JCW Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner
✨Tip Number 1
Network with professionals in the wealth planning and financial services 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 Wealth Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth planning, estate planning, or financial services. Emphasise any client-facing roles and specific skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your understanding of the wealth planning industry. Mention how your background and skills make you a great fit for supporting senior wealth planners.
Highlight Analytical Skills: In your application, provide examples of how you've used analytical skills to interpret complex financial documents or create financial models. This will demonstrate your capability to handle the responsibilities outlined in the job description.
Showcase Communication Skills: Since excellent communication is key for this role, include instances where you've effectively communicated complex information to clients or colleagues. This could be through presentations, reports, or client meetings.
How to prepare for a job interview at JCW Group
✨Know Your Numbers
As a Wealth Planner, you'll be dealing with financial models and tax calculations. Brush up on your numerical skills and be prepared to discuss specific examples of how you've used these in previous roles.
✨Research the Company
Understand the investment advisory business and its approach to wealth planning. Familiarise yourself with their client base and any recent news or developments that may impact their services.
✨Prepare for Technical Questions
Expect questions about UK estate and lifetime taxation, pensions, and financial planning concepts. Be ready to explain complex financial documents clearly and concisely, showcasing your analytical skills.
✨Showcase Your Communication Skills
Since this role is client-facing, demonstrate your excellent written and verbal communication abilities. Prepare to discuss how you’ve effectively communicated complex information to clients in the past.
