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- Tasks: Join a high-performing team advising Ultra High Net Worth clients and support a Founding Partner.
- Company: A boutique wealth management firm managing over £3bn in assets, known for excellence.
- Benefits: Enjoy a competitive salary, private healthcare, pension, and flexible hybrid working.
- Why this job: Gain mentorship from an industry leader and transition into a client-facing Wealth Manager role.
- Qualifications: 5+ years in wealth management, Chartered or Certified Financial Planner, strong analytical skills.
- Other info: This role offers exposure to complex client scenarios and a clear career progression path.
The predicted salary is between 52000 - 84000 £ per year.
Are you an experienced Associate Wealth Planner ready for your next step, working directly with one of the industry's most respected figures? This is a rare opportunity to join a high-performing team advising Ultra High Net Worth clients across international and UK markets.
Our client, a boutique wealth management firm managing upwards of £3bn in assets under management (AUM), is looking for an Associate Wealth Planner to support a Founding Partner in delivering best-in-class advice and service to sophisticated clients. You’ll play a key role in client meetings, portfolio planning, and overall relationship management, with a clear path to a Wealth Manager position over time.
What’s on Offer:
- Salary: £62,000 – £70,000 (Flexible)
- Bonus: Very competitive
- Benefits: Excellent package including private healthcare, pension, and more
- Hybrid Working: 3 days in-office, 2 from home (flexible based on needs)
- Location: Central London
Key Responsibilities:
- Attend and actively participate in client meetings alongside the Partner
- Prepare financial plans, rebalance reports, and investment summaries
- Deliver a seamless client experience through exceptional planning and execution
- Maintain up-to-date, compliant client records in CRM and manage documentation
- Liaise with platforms and service providers to support investment processes
- Provide ad hoc client reporting, including CGT calculations and performance updates
- Support client onboarding and ongoing relationship management
Ideal Candidate Profile:
- Minimum 5 years’ experience in a wealth/investment management role
- Chartered or Certified Financial Planner or CISI Level 6
- Experience working with UHNW clients
- Proficient in CRM systems and Microsoft Office, especially Excel
- Strong analytical and communication skills, both written and verbal
- Exceptional attention to detail and ability to manage multiple priorities
- A proactive, team-oriented mindset with a commitment to personal development
This is not just another planning role; it’s an opportunity to build your career under the mentorship of a senior industry leader, gain exposure to complex client scenarios, and transition into a client-facing Wealth Manager role.
Associate Wealth Planner employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Wealth Planner
✨Tip Number 1
Network with professionals in the wealth management industry, especially those who have experience working with Ultra High Net Worth clients. Attend industry events or webinars to connect with potential colleagues and mentors who can provide insights into the role and the firm.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in wealth management, particularly those affecting UHNW clients. This knowledge will not only enhance your conversations during interviews but also demonstrate your commitment to staying informed in a rapidly evolving field.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that showcase your analytical skills and attention to detail. Be ready to explain how you've successfully managed client relationships and contributed to portfolio planning in previous roles.
✨Tip Number 4
Research the boutique wealth management firm thoroughly, including its values, culture, and the Founding Partner's background. Tailoring your approach to align with their ethos will help you stand out as a candidate who is genuinely interested in joining their team.
We think you need these skills to ace Associate Wealth Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in wealth management, particularly with Ultra High Net Worth clients. Emphasise your analytical skills and any certifications you hold, such as Chartered or Certified Financial Planner.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth planning and your desire to work under a senior industry leader. Mention specific experiences that demonstrate your ability to deliver exceptional client service and manage complex financial scenarios.
Highlight Relevant Skills: In your application, focus on your proficiency with CRM systems and Microsoft Office, especially Excel. Provide examples of how you've used these tools to enhance client relationships and streamline processes.
Showcase Your Team Spirit: Since the role requires a proactive, team-oriented mindset, include examples of how you've successfully collaborated with colleagues in previous roles. This will demonstrate your ability to contribute positively to the high-performing team.
How to prepare for a job interview at mbf
✨Showcase Your Experience
Make sure to highlight your relevant experience in wealth management, especially your work with Ultra High Net Worth clients. Be prepared to discuss specific examples of how you've successfully managed client relationships and delivered exceptional service.
✨Demonstrate Analytical Skills
Since the role requires strong analytical abilities, be ready to discuss your approach to financial planning and investment analysis. You might want to prepare a case study or example that showcases your skills in preparing financial plans and reports.
✨Prepare Questions for the Interviewer
Having insightful questions prepared shows your genuine interest in the role and the company. Ask about the firm's approach to client management, the types of clients you would be working with, and opportunities for professional development.
✨Emphasise Teamwork and Proactivity
This position values a proactive, team-oriented mindset. Share examples of how you've collaborated with colleagues in the past and how you take initiative in your work. This will demonstrate that you're a good fit for their high-performing team.
