285 Wealth Management jobs in the United Kingdom

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.

Take the First Step Towards an International Career

Begin your journey in financial advisory with a 2-month intensive training programme based in Mauritius followed by permanent placement in our Dubai office. The training for this overseas role officially starts in
Jan 2026.

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.

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.

Wealth Management Administrator

Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal teams, and external providers to ensure a seamless client experience.

The role includes attending client meetings, managing follow-up actions, maintaining accurate records on internal systems, and processing new business.

Key Responsibilities

• Maintain accurate and compliant client documentation in line with company standards.
• Support Wealth Planners in submitting cases to paraplanning and related teams.
• Manage financial administration, including invoices, billing, work in progress, and commission tracking.
• Prepare service agreements and client documentation with precision.
• Demonstrate flexibility in supporting different stakeholders and business areas as needed.
• Coordinate the Wealth Planners workflow by liaising with central functions such as paraplanning, valuations, and business processing.
• Prepare and submit client due diligence (CDD) and account opening documentation, adhering to AML procedures.
• Arrange client meetings, prepare meeting packs, manage diaries, and complete post-meeting actions.
• Act as a first point of contact for clients, handling general queries professionally and escalating complex issues as appropriate.
• Manage incoming and outgoing correspondence, prepare LOAs, and ensure all client information is accurately recorded in systems.

Skills, Experience & Qualifications

• Good understanding of the end-to-end wealth planning process.
• Familiarity with a broad range of financial planning and investment products.
• Working knowledge of regulatory and compliance requirements relevant to wealth planning and client onboarding.
• Ability to identify and escalate potential compliance concerns appropriately.
• Strong client service and communication skills.
• Excellent attention to detail and high level of accuracy.