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Assistant Wealth Planner

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £45000 - £55000 per annum

  • Contact:

    Alex Cranford

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    12 months ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Are you a 'career paraplanner' looking for a succession plan?
  • Are you looking for more challenging work, greater client contact, and to receive greater reward and recognition for your efforts?
  • Do you feel at the top of your game in your current firm, and are looking to progress down the Chartered route?
We are representing an established investment house in central London. Due to continued growth, they are looking for an ambitious Assistant Wealth Planner to join the team.

To be successful:
  • Experience of supporting Financial Planners & HNW clients
  • Chartered (or working towards)
  • Knowledge of cash flow modelling
The team is structured into “pods”, each with a Wealth Planner, Assistant Wealth Planner, and Administrator. You will support the Wealth Planners on day-to-day activities including; Wealth Planning reports, attend client meetings, performing technical research and communicating with clients. Liaising with the administrator to maintain up-to-date records and obtain and prepare relevant paperwork.

This opportunity will give you:
  • A package of up to c£55,000 
  • Structured training support
  • Progression opportunities
 Applications are invited from chartered professionals, however, level 4 Diploma qualified applicants whom are currently working towards chartered status are also welcome.