Associate Wealth Planner

mbf; London; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

A leading boutique wealth management firm in London is seeking an experienced Associate Wealth Planner. This role involves advising Ultra High Net Worth clients, supporting a Founding Partner, and offering a clear path to transition into a Wealth Manager position. Dynamic responsibilities include client meetings, financial planning, and relationship management, with a competitive package of benefits and a mentoring opportunity.

Benefits

Bonus: Very competitive

Benefits: Excellent package including private healthcare, pension

Hybrid Working: Flexible days between home and office

Qualifications

• Minimum 5 years’ experience in a wealth/investment management role.
• Experience working with UHNW clients.
• Proficient in CRM systems and Microsoft Office, especially Excel.

Responsibilities

• Attend and actively participate in client meetings alongside the Partner.
• Prepare financial plans and investment summaries.
• Deliver a seamless client experience through planning and execution.

Skills

Analytical skills

Communication skills

Attention to detail

Team-oriented mindset

Education

Chartered or Certified Financial Planner

CISI Level 6

Tools

CRM systems

Microsoft Office

Job description

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

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:

• 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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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