Average Wealth Manager salary in the UK

Wealth Planner AVP/VP Location: London, UKAbout Us We are a leading bulge bracket bank with a strong presence in the global financial market. As part of our major growth strategy, we are expanding our wealth management team and making it our main focus. We are currently seeking a highly skilled and dedicated Wealth Planner to join our team. Role Responsibilities Develop comprehensive financial plans for clients including strategic allocation of client’s financial resources.Provide expert advice on pensions, investments, tax, and insurance.Conduct detailed client assessments to understand their financial goals, attitude to risk, and life stage.Monitor and adjust financial plans as necessary in line with market trends and changes in client’s circumstances. Key Requirements CISI Level 4 qualification or higher is essential.Proven experience in wealth planning, with a focus on pensions.Strong understanding of financial markets and investment strategies.Excellent interpersonal and communication skills.Ability to work in a fast-paced, dynamic environment. Work Schedule This role requires a flexible work schedule with a requirement to be in the office for 2 days a week. The remaining work can be done remotely.

We are currently seeking a Mid-Level Wealth Management Associate to join this remarkable team based in London. This role will play a crucial part in the ongoing success of the office, particularly in driving cross-border initiatives and transactions for affluent individuals, family offices, trustees, and financial institutions. About the Role The chosen Associate will hold a significant position, collaborating closely with senior associates and Partners within the team.Moreover, the Associate should take on an immediate and managerial role, directly engaging with clients and other offices across EMEA and globally. The responsibilities of this role: Offering counsel to internationally mobile clients, such as foreign nationals and entrepreneurs residing or investing in the UK, advising on planning structures, and executing substantial cross-border and tax transactions for high-value clients and financial institutions.Cultivating enduring relationships with an existing client base while forging new connections.Strengthening collaborative ties with other departments within the London office, including Litigation, Employee Benefits, and broader Tax teams.Engaging in business development endeavors and promoting the firm actively while seeking out new opportunities.Collaborating within a team environment, including assisting with supervising the work of junior lawyers and trainees, and actively contributing to knowledge sharing and experience exchange within the team. The Team The Wealth Management team focuses on advising ultra-high net worth individuals, family offices, trustees, and banks on intricate cross-border tax and trust-related matters.This encompasses strategic tax planning and asset structuring for high net worth individuals, advising on the establishment and operation of family offices and their investments, as well as offering counsel on pre-litigation strategy and tax investigations. Key Skills and Experience Required A qualified wealth management associate/tax advisor (mid-level lawyer or accountant) with experience in UK tax planning for international and UK UHNW individuals and families, alongside their family offices.Profound experience and comprehensive knowledge of the taxation of UK resident non-UK domiciliaries and international tax planning.Previous experience at a London firm or a leading regional law firm specializing in this field or an accountancy firm.First-rate technical skills essential to support departmental client work.Strong interpersonal skills to excel in a client-facing role catering to a culturally diverse client base.Outstanding written communication and drafting skills.Excellent academic credentials.High standards of work and outstanding communication skills adaptable to various situations. If you are interested in this position, and you meet the requirements of the role, please click 'apply now' to forward an up-to-date copy of your CV. Alternatively, if you would like to discuss this opportunity further, please contact Heather Jackson for a confidential discussion. Our advertisements use salary and experience as a guide only. Interlink Recruitment is an equal opportunities employer. *Please Note: Due to the high volume of applications we are currently receiving we are unable to contact applicants who have been unsuccessful.

Administrator - Wealth Management - 12 month contract Gainsborough - hybrid available (our ref AL1290) Salary to £25,000 pa dep on exp + benefits My client is an award-winning wealth management company and they now have an exciting opportunity for an individual to join them on a 12-month contract to cover maternity leave. There will be the opportunity to join the Company as soon as possible in order to gain a smooth transition and training from the individual leaving the post. The purpose of the role is to support the Adviser Team with preparing them for client meetings and discharging their responsibilities to their existing clients / prospective clients whilst ensuring that our service offering is outstanding. Day to Day responsibilities Maintain effective diary system to ensure clients are offered review meetings at the appropriate time.Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients.Prepare meeting packs for Advisers including valuations and all other relevant documents required on the database.Monitor / chase for the return of meeting notes uploaded to the system by Adviser.Ensure that client meeting notes are recorded on the system, including e-briefings, Curo/CRM's, CRR's, Client ID, service questionnaires, review dates updated, scan notes to system.Construct appropriate post meeting letter for issue to clients from Adviser notesMeet & Greet Advisers clients’ when meetings are held onsite. Ensure welcome screen is displayed in reception and guests sign in to the Visitors Book.Send off any Letters of Authority bought back from client meetings and record in working spreadsheet ensuring information is chased as required. Process change of address requests, updating our systems and notifying the administration centres.Update systems and administration departments of any Death notifications following the Death Process.Make adviser aware of documentation received in relation to their clients and provide general support as required.Act as a point of contact for clients and deal with routine issues/queries.Client celebration cards and sympathy cards to be arranged as necessary and sent to clients.Stationery stocks to be maintained within the Pod to ensure all documentation is current, recycling pile to be checked and added back to stationary stocks as appropriate. Completion of "Confirmation Withdrawal and Rebalance letter". Skills / Knowledge Required: Knowledge and understanding of wealth management systems, procedures and responsibilities to ensure clients receive an outstanding serviceProfessional and warm telephone manner.Ability to relate to the pressures on the Adviser Team and ensure an effective and efficient two way relationship. Team player.Product and market knowledge would be desirable If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.