At a Glance
- Tasks: Support Wealth Managers and assist with client interactions and financial planning.
- Company: A prestigious boutique wealth management firm in London.
- Benefits: Competitive salary, discretionary bonus, private medical insurance, and hybrid working.
- Other info: Dynamic role with excellent opportunities for personal and professional growth.
- Why this job: Gain exposure to high-net-worth clients and develop your career in financial planning.
- Qualifications: Experience in Paraplanning or Wealth Planning support, strong communication skills.
The predicted salary is between 45000 - 55000 £ per year.
A highly regarded boutique wealth management firm is seeking a Wealth Executive to join its growing team in London. This is an excellent opportunity for either a Junior Paraplanner looking to take the next step in their career or an experienced Paraplanner seeking greater client exposure and a clear route for long-term progression. The firm specialises in advising high-net-worth and ultra-high-net-worth international families and manages several billion dollars of client assets. As a result, the successful candidate will gain exposure to complex financial planning and investment matters while working alongside highly experienced Wealth Managers within a collaborative and supportive environment.
Key Responsibilities
- Supporting Wealth Managers throughout the client lifecycle
- Assisting with cashflow planning, client reviews and recommendation documentation
- Preparing portfolio reports, rebalance documentation and investment recommendations
- Supporting client onboarding and implementation processes
- Acting as a key point of contact for clients, platforms and service providers
- Attending client meetings and assisting with follow-up actions
- Preparing review documentation and client meeting packs
- Supporting ongoing relationship management for HNW and UHNW clients
- Assisting with portfolio monitoring, reporting and administrative management
The successful candidate will enjoy significant levels of client interaction and will play an integral role within the wealth management team. This is far more than a traditional technical support position and offers excellent scope for personal and professional development.
Candidate Requirements
- Previous experience within a Paraplanning, Junior Paraplanning or Wealth Planning support role
- Strong communication and relationship-building skills
- Excellent attention to detail and organisational ability
- A genuine desire to develop a long-term career within financial planning
- Progress towards DipPFS would be advantageous but is not essential
Benefits Include
- Basic salary of £45,000 - £55,000
- Discretionary bonus
- Private Medical Insurance
- Pension matching up to 5%
- Life Assurance
- Income Protection
- Hybrid working arrangement
This is an outstanding opportunity to join a highly respected wealth management business where you will gain exposure to complex client work, develop your technical knowledge and benefit from a clear pathway for future progression.
Wealth Executive in London employer: mbf
Join a prestigious boutique wealth management firm in London, where you will thrive in a collaborative and supportive environment dedicated to your professional growth. With a focus on high-net-worth clients, you'll gain invaluable experience in complex financial planning while enjoying a competitive salary, hybrid working options, and comprehensive benefits including private medical insurance and pension matching. This role not only offers significant client interaction but also a clear pathway for long-term career progression, making it an exceptional opportunity for those looking to advance in the wealth management sector.
