Wealth Management Associate in City of London

Job description

Associate – Wealth Planning

London | Wealth Management | Competitive Package

We are currently working with a leading global wealth management organisation, helping them grow their new Wealth Planning offering in London. This is an excellent opportunity to join a firm that are growing on a global scale, and who can offer exceptional career progression and personal development. You will be working with a portfolio of HNW/UHNW clients, helping with tailored services around succession planning, estate planning and inheritance tax.

The Role

As an Associate, you will play a key role in supporting the firm’s Wealth Planning services, providing expert guidance across a range of matters including:

• Advising on estate and succession planning strategies.
• Supporting clients and internal teams with inheritance tax planning.
• Reviewing and advising on complex legal documentation.
• Acting as an internal subject matter expert on private client issues.
• Working closely with wealth planners, investment managers, and external advisers to deliver holistic solutions to clients.

The Candidate

We are seeking candidates from either a Legal or Tax background. The successful candidate will have:

• A relevant degree, and experience ion either a law practice, consultancy, private banking or wealth management
• Experience advising private clients (HNW/UHNW) in estate planning, succession planning, or inheritance tax - either in a legal capacity or tax advisory role
• Strong technical knowledge combined with commercial awareness and the ability to communicate effectively with non-legal stakeholders.
• A collaborative mindset and genuine interest in wealth management and financial planning.
• An understanding of markets regulation outside of the UK is a plus - with experience of cross-border regulations for EU or US citizens particularly advantageous

Why Apply?

This role offers the chance to move in-house within a prestigious wealth management firm, while still focusing on the specialist private client areas where you have built your career. You will have the opportunity to influence strategy, work on complex client matters, and be part of a growing function that sits at the heart of the business.

Extra information

Status

Open

Education Level

Secondary School

Location

City of London

Type of Contract

Part-time jobs

Published at

05-09-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English