Associate Wealth Planner

JR United Kingdom; Slough; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading boutique wealth management firm is seeking an experienced Associate Wealth Planner to join a distinguished team. You will support a Founding Partner while engaging with Ultra High Net Worth clients, paving your way towards a Wealth Manager role. This opportunity offers hybrid working, excellent benefits, and a clear progression path.

Benefits

Competitive bonus

Private healthcare

Pension plan

Qualifications

• Minimum 5 years’ experience in wealth/investment management role.
• Proficient in CRM systems and Excel.

Responsibilities

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

Skills

Analytical skills

Communication skills

Attention to detail

Proactive mindset

Education

Chartered or Certified Financial Planner

CISI Level 6

Tools

CRM systems

Microsoft Office

Job description

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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.