Wealth management Work, Jobs in Barway, Cam (with Salaries)

Associate Wealth Planner
RGH‑Global Limited —Cambridge
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
13d
Financial Administrator
Perspective Financial Group —Cambridge
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Financial Planner (Virtual)
The Progeny Group Limited —Cambridge
- £150,000 - £400,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
- Referral programme
Quick apply
Marketing Communications Officer
Meridian Trust —Huntingdon
- From £32,061 a year
- Full-time
- Travel
- In-person
- Communication skills
- Free parking
- Employee assistance programme
Quick apply
12d
Employee Relations Manager
Amgen —Cambridge
- Spanish
- English
- Analysis skills
Medical Device Regulatory and Quality Consultant
PA Consulting —Melbourn
- Full-time
- Annual leave
Quick apply
Senior Technical Author
Lasernet Group —Cambridge
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Azure
Sales Operations Senior Associate
Amgen —Cambridge
- CRM software
- Microsoft Excel
- Sales
Business Controller
Agfa —Cambridge
- Hybrid work
- English
- Analysis skills
- Communication skills
Associate Cost Manager
Turner & Townsend —Cambridge
- Full-time
- Contracts
Quick apply
Mental Health Practitioner
Norfolk & Suffolk Foundation Trust —Bury St. Edmunds
- £39,959 - £48,117 a year
- Call to connect
- Leadership
- Flexible schedule
4d
Operations Director
Agfa —Cambridge
- Leadership
Supply Chain Manager
Amgen —Cambridge
Retail Artist (Part Time (2 Days/16 Hours)) - John Lewis Cambridge
Hourglass Cosmetics —Cambridge
- Part-time
- Sales
- Communication skills
Quick apply
Community Eating Disorders Nurse
Norfolk and Suffolk NHS Foundation Trust —Bury St. Edmunds
- £39,959 - £48,117 a year
- Full-time
- Travel
- Care plans
- Communication skills
- Annual leave
- Employee discount
3d

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Retail Assistant
Screwfix —Ely
Host – you’ll welcome customers into your store, understand what they need, guide them to the right products, and make it super easy for them.
£13.08 an hour
3d
Assistant Shop Manager - Ely
Woodgreen, Pets Charity —Ely
Be a brand ambassador for Woodgreen to work with the local community to raise awareness and engagement for our cause. 25% discount in our charity shops.
£13.45 an hour

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wealth management jobs near barway, cam

Associate Wealth Planner

RGH‑Global Limited
Cambridge

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Job details

Permanent | Full-time
£45,000 - £60,000 a year
13 days ago

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Sales
Communication skills
Certificate in Insurance

Full job description

Location: Cambridge (hybrid working available)

Salary: £45,000-£60,000

An excellent opportunity for a part-qualified Wealth Planner to join a supportive and growing team. This role combines financial planning, paraplanning, and client service, giving you exposure to all areas of wealth management while supporting senior Planners.

The Role

Provide advice on less complex matters.
Work closely with a senior Planner to build and maintain strong client relationships.
Undertake paraplanning tasks including research, cash-flow modelling, and drafting suitability reports.
Support administration processes such as onboarding, valuations, and client servicing.
Ensure all advice and activity meets compliance and regulatory requirements.
Develop technical knowledge, client-facing skills, and a sales mindset to support long-term career progression.

About You

Minimum Level 4 qualified (CII Diploma or equivalent).
Ambitious to achieve Chartered status.
Previous paraplanning experience with strong technical knowledge.
Strong communication, organisational, and relationship-building skills.
Proficient in Word, Excel, PowerPoint.
Professional, detail-focused, and proactive with a collaborative approach.

What’s on Offer

A structured pathway to Chartered status.
Opportunity to gain hands-on planning experience alongside senior advisers.
Exposure to both technical and client-facing responsibilities.
Supportive, professional culture with excellent long-term progression.

Apply Now

Refine Your Search

wealth management jobs in barway, cam

Associate Wealth Planner

Financial Administrator

Financial Planner (Virtual)

Marketing Communications Officer

Employee Relations Manager

Medical Device Regulatory and Quality Consultant

Senior Technical Author

Sales Operations Senior Associate

Business Controller

Associate Cost Manager

Mental Health Practitioner

Operations Director

Supply Chain Manager

Retail Artist (Part Time (2 Days/16 Hours)) - John Lewis Cambridge

Community Eating Disorders Nurse

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