Our client are a highly respected Investment Advisory 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 client base.

Key Responsibilities

• Support 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 Required

• A relevant degree; advanced qualifications are a plus
• 2–3 years’ experience in a client-facing role within wealth planning, estate planning, tax, or financial services, ideally in a Private Bank or Family Office
• Solid 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.