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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.

deVere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.

We are selecting a small group of high-potential trainees to join our elite programme.

What We Offer:

Flights to Malta & accommodation assistance

Intensive, hands-on training to equip you with industry expertise

The opportunity to work in one of our global offices after successful completion

A competitive package with performance-based bonuses

Who We’re Looking For:

Strong communicators with problem-solving skills

Ambitious, driven, and eager to succeed

Teachable and proactive individuals

Hardworking candidates ready to seize this opportunity

Programme Details:

Your training begins with two months in Malta , immersing you in the world of private investment and financial advisory. Upon successful completion, you will relocate to a deVere office worldwide to continue and complete your training and development.

Opportunities are limited. If you’re serious about launching a global career, apply today for more details!

About Us:

Zenith Bank (UK) Limited (ZBUK) is a subsidiary of Zenith Bank PLC, the most profitable bank in Nigeria with an established trajectory of superlative performance, as well a strong pedigree of innovation, resilience, and market dominance. On an annual basis, Zenith Bank PLC amasses a string of notable awards; one of the most recent being listed as the sole Nigerian brand on the World’s top 100 companies in 2023 by the World Finance Magazine.

Zenith Bank (UK) Limited (ZBUK) was set up with a clear strategy to leverage trade and investment flows between Nigeria and Europe, by providing intermediary banking services and facilities for trade-related working capital and capital expenditure.

Zenith Bank recognizes the importance of leveraging a highly skilled workforce to achieve its strategic and operational goals. The bank is committed to providing an environment that is conducive for effective performance by availing all staff the necessary learning opportunity. We value the well-being of our staff and we encourage them to strike a balance between their work and personal lives, thereby creating a healthy atmosphere for personal development and career success.

With the introduction of new services here in the UK and our unparalleled knowledge of business with Africa, our 5 year strategy ensures “Controlled Growth” as we aim to become the Bank of choice for businesses wishing to transact in the African continent.

Role Overview:

The Senior Relationship Manager (RM) role within this team is to build and acquire highly proactive, long-term, internal and external business relationships to grow and develop a portfolio of clients that generate sustained revenue. A key element of this role is the RM engaging with our existing Zenith Group business. The Senior Relationship Manager will use their experience and knowledge to help clients manage their investments, and wider wealth management and banking needs.

Role Responsibilities:

Principal Accountabilities

Management - Build, Retain and Manage a Portfolio of Clients:

New business origination via Referral Programme leveraging the operating business model: Identify, develop and secure new relationships with a range of Zenith UK and Zenith Group partners across the target jurisdictions or geographies to increase new client acquisitions. Understand Zenith UK “Value Proposition” to increase business flow.

The role holder will be responsible for maintaining regular proactive contact and rapid reaction to client approaches and where needed, provide support to existing clients in retaining revenue streams. The role holder will develop relationships with other parts of Zenith Group to ensure clients are managed in the most appropriate way. In doing this, they will have joint responsibility with internal colleagues for the end to end client experience, ensuring client satisfaction. The RM will also lead initiatives with external business introducers, trade associations, solicitors and accountants assuring that all commercial activity is coordinated and supervised by their line manager.

Key accountabilities – production

New business origination:

• Identify, develop and win new relationships through personal and client referrals, and Zenith Group internal networks including Business Development and onshore (Africa) colleagues
• Achieve personal targets for new clients, assets and revenues
• Actively refer relevant business to other parts of Zenith UK and the wider Zenith Group

Financial Solutions:

Provide Innovative and world class financial solutions to meet client needs including:

• Banking: offer full range of banking and deposit services
• Balance sheet: offer banking, credit and FX products to support a wide range of clients’ needs
• Wealth Advisory: identify wealth and tax planning needs referring these clients to Zenith’s preferred partners so that experts in fiduciary solutions, wealth planning and structuring services plus trusts and estate planning can meet our clients’ needs and expectations

• Investment Management: offer a range of services depending on client demands, including modelled bespoke discretionary and advisory portfolios solutions outsourced by Zenith through preferred partners

Key accountabilities

Sales management and Financial Performance

• Achieve and exceed asset, revenue and margin targets with the balance of affordability, cost discipline and risk & control management
• Developing and executing the strategy and driving consistent, high quality delivery. The RM is the implementer of change through client needs analysis, business prioritization, and resource management
• Actively drive own Business Plan revenue and asset gathering through effective sales management.
• Actively support the acquisition, servicing, development and retention of clients to achieve the business plan
• Take ownership for the monitoring of own risk asset portfolio
• Lead by example meeting all governance standards
• Identify commercial opportunities and implement solutions that enhance the client experience
• Inform senior management of opportunities and threats within the business environment
• Ensure own book activity is managed to ensure time and focus is appropriately weighted in respect of own

/ client activity and on-going management

• Communicate accurately with any internal department or colleagues while effectively coordinating efforts

based on a “One Team” approach

Business Assurance

• Ensure effective governance; consistently meeting fiduciary and regulatory expectations
• Contribution to create an understanding of, and culture in the Wealth Management Team, of the right way to do business, driving performance excellence in Business practices and measure, and maintaining high standards of adherence to policies and procedures
• Display appropriate skills as well as the technical knowledge to act as a competent RM according to FCA Approved Persons
• Ensure conformance with applicable standards, and effective remediation, management and escalation of any issues through applying an appropriate risk-based approach.

Areas of focus include:

• Client due diligence and on-board
• Client relationship management
• Record keeping, through the adoption of CRM
• Client reviews
• Quality assessments
• Client order execution
• Complains handling
• Regulatory compliance (including but not limited to Treating Customers Fairly, Know Your Customer, suitability and appropriate documentation)
• Training & Competence, inclusive attending all mandatory training, FCA registration and adherence with internal and external policies

Client Experience

• Drive a client-centric culture by ensuring that the Wealth Management Team delivers an exceptional client experience
• Promote Zenith products and services based upon an in-depth understanding of client’s needs

Internal Relationship Management

Develop relationships & cross selling opportunities with other departments of Zenith Group to ensure clients are managed and new opportunities developed in the most appropriate way, enabling effective management of clients as required. In doing this, have joint responsibility with internal colleagues for the end-to-end client experience, ensuring client satisfaction. Proactively engage with the business when required to support any business and change management.

Clients (Internal and External)

In this role, the Senior Relationship Manager will build and manage portfolios of up to c.100 clients whose value held with Zenith UK are above £50k. Internal stakeholders included.

To execute and deliver on Zenith Group operating model we need to work as one single cross-business Team.

Regulatory Responsibilities

Compliance with the FCA/PRA’s Individual Conduct Rules as outlined below in this job description.

Skills/Knowledge Required:

Professional/technical experience

• Broad experience of the financial services industry, particularly in the areas of retail regulated products and services to high network customers, and asset management
• Strong relationship skills with experience of managing and handling sophisticated needs of individuals and families
• Experience of building a client-base using internal and external networks
• Effective in gaining an in-depth understanding of client needs and advising on a diverse range of wealth management solutions
• Detailed regulatory knowledge of the UK regulatory requirements and an overall understanding of the business impact of the regulatory environment
• Full compliance with the FCA’s statements of Principle for Code of Practice for Approved Persons
• Evidence competence in performing the controlled function

Academic and professional qualifications

• Educated to a degree level
• Minimum of 5 years work experience in similar or related role
• Hold appropriate professional qualifications as an FCA Approved Person and to be compliant with requirements under RDR

Personal attributes

• Excellent interpersonal and communication skills
• An excellent command of the English language with strong written and verbal communication skills and be able to communicate effectively across all levels. A numeric aptitude is desirable.
• Entrepreneurial spirit but also with a collegiate approach
• Embraces challenge and an evolving/changing environment
• Constructive approach with the ability to relate to and accommodate a diverse range of personalities
• Role model in the management and potential for leadership of people
• Client focused in all activities
• High levels of integrity and able to quickly form positive working relationships with others
• Organised and disciplined in approach

This is a permanent position paying up to £75,000 based on experience

Your new company

A leading UK-based wealth management firm, renowned for delivering bespoke investment and financial planning services to private clients and trustees. With a distinguished history spanning over 280 years and a listing on the London Stock Exchange, the firm combines tradition with innovation. Following a significant transformation driven by a recent acquisition, they are now focused on strengthening their already well-established Change function to support continued growth and strategic evolution.

Your new role

A Business Data Analyst is required to join the Front-office Investment Change team. You will be working on a large-scale transformation programme focusing on the consolidation and simplification of pricing rates across the two businesses. You will work closely alongside various front-office stakeholders to understand and analyse large data-sets through the use of Excel.

You will be required to perform standard Business Analysis duties including requirements gathering, business requirement documentation and business readiness activities relating to the Pricing programme.

What you'll need to succeed

• Business Analysis skills - including requirements gathering, workshop facilitation, business requirements documentation etc.
• Strong Data Analysis skills
• Advanced level Excel skills (inc Pivot tables, formulas and Macros)
• Pricing experience would be ideal
• Financial services experience is preferable.

What you'll get in return

• Competitive basic salary
• Excellent benefits package inc 9% pension
• 25 days holiday + Bank holidays
• Discretionary bonus

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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The Client

An established Investment Management / Wealth Management business with global reach, running multi asset funds and discretionary portfolios.

The Role

This is a great opportunity for an experienced Fees Analyst to play a key role within the Wealth Management business to ensure Wealth & Financial Advisers are paid accurately and on time by executing monthly adviser pay-run.

The Fees Analyst will process remuneration models, reconciling income data, and producing detailed adviser remuneration reports using systems such as X-plan and CommPay.

The Fees Analyst must have a good understanding of how a Wealth Management business operates, with experience working with wealth/financial advisers and compensation structures.

Execute the monthly financial adviser pay-run via X-plan and CommPay, Prepare and validate individual remuneration reports for each adviser, supporting transparency and adviser confidence.

The Fees Analyst will answer adviser queries on fees and commission items, providing prompt and accurate responses to ensure clarity and understanding and liaise with Payment Operations and Finance.

The Candidate

2-3 years experience with a good understanding of Financial Advisor fees and/or Wealth Management Commissions and associated accounting systems, such as X-plan and CommPay.

A understanding of Financial Advisor provider products, to facilitate informed decision-making and reporting.

Numerate ability – a Financial degree would be advantageous.

Solid understanding of how a wealth management practice operates.

Must be able to work to tight deadlines while maintaining a high level of numeracy and accuracy.

Excellent Excel skills (e.g., lookups, pivots, basic modelling) and ability to work with large, complex datasets