Job Title

Our client are a highly respected Investment Management business, who are looking for an Associate to joining the Wealth Planning team in London. This is a rare opportunity to work closely with senior wealth planners and investment advisors in a client-facing capacity, supporting a sophisticated, globally-connected HNW/UHNW client base. You will have a clear route of progression and be given professional development along the way.Key ResponsibilitiesSupport Senior Wealth Planners by preparing tax and inheritance calculations, financial models, and tailored wealth planning action plans.Develop and maintain cash flow projection models for long-term planning scenarios.Review client documents (e.g., wills, trusts, POAs, tax returns) and summarise key insights with recommendations.Conduct research on UK and EMEA-specific tax and estate planning issues and develop relevant client education materials.Track client meeting follow-ups in collaboration with Investment Advisors to ensure timely execution.Assist in maintaining internal knowledge tools and directories, including software and third-party provider databases.Liaise with external professionals (lawyers, accountants) to build relationships and facilitate client support.Key Experience RequiredA relevant degree; advanced qualifications are a plus2–3 years’ experience in a client-facing role within wealth planning, estate planning, tax, or legal, ideally in a Private Bank, Family Office, Consulting or Law firm.Experience in dealing with HNW/UHNW clientsSolid understanding of UK estate and lifetime taxation, pensions, and general financial planning concepts.Strong analytical skills with the ability to interpret and explain complex financial and legal documents.Excellent written and verbal communication, with a high level of professionalism and attention to detail.If you’re a motivated and detail-oriented professional looking to take the next step in your wealth planning career within a values-driven, intellectually rigorous environment, we'd be delighted to hear from you.