Associate Wealth Planner

ZipRecruiter; London; Hybrid; GBP 62,000 - 70,000; Full time

Job summary

A prestigious wealth management firm in Central London seeks an Associate Wealth Planner to join their team. The ideal candidate will have at least 5 years of experience in wealth management, with a focus on UHNW clients. This role offers a competitive salary and benefits, along with the opportunity for professional growth under the mentorship of senior leaders.

Benefits

Private healthcare

Pension

Flexible working arrangement

Qualifications

• Minimum 5 years’ experience in wealth/investment management.
• Experience with UHNW clients.
• Strong analytical and communication skills, attention to detail required.

Responsibilities

• Attend and participate in client meetings alongside the Partner.
• Prepare financial plans and investment summaries.
• Support client onboarding and ongoing relationship management.

Skills

Analytical skills

Communication skills

Attention to detail

Team-oriented mindset

Education

Chartered or Certified Financial Planner

CISI Level 6

Tools

CRM systems

Microsoft Excel

Job description

Job Description

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.