Wealth management Work, Jobs in Cambridge, Eng (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
Financial Administrator
Perspective Financial Group —Cambridge
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Employee Relations Manager
Amgen —Cambridge
- Spanish
- English
- Analysis skills
Associate Business Development Lead
DLRC —Letchworth
- Weekend availability
- Hybrid work
- CRM software
- Sales
- English
Sales Operations Senior Associate
Amgen —Cambridge
- CRM software
- Microsoft Excel
- Sales
Private Client Tax Assistant Manager
BDO —Cambridge
- Full-time
- Microsoft Office
- Tax experience
Business Controller
Agfa —Cambridge
- Hybrid work
- English
- Analysis skills
- Communication skills
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
14d
Medical Device Regulatory and Quality Consultant
PA Consulting —Melbourn
- Full-time
- Annual leave
Senior Technical Author
Lasernet Group —Cambridge
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Azure
Retail Artist (Part Time (2 Days/16 Hours)) - John Lewis Cambridge
Hourglass Cosmetics —Cambridge
- Part-time
- Sales
- Communication skills
Quick apply
Openings Support Manager
Hickory's Smokehouse —Letchworth
- Up to £35,000 a year
- Full-time
- Driving
- Restaurant
- Restaurant experience
- Health & wellbeing programme
- Employee discount
Quick apply
Audit Assistant Manager
BDO —Cambridge
- Full-time
- Supervising experience
Private Client Tax Manager
BDO —Cambridge
- Full-time
- Microsoft Office
- Tax experience
Senior / Site Manager
Octavius Infrastructure —Cambridge
- Full-time
- Contracts
- Leadership
- Communication skills
- Annual leave
Supply Chain Manager
Amgen —Cambridge
Associate Cost Manager
Turner & Townsend —Cambridge
- Full-time
- Contracts
Quick apply
Technical Cyber Instructor
BPP Holdings —Wyboston
- Overtime
- Hybrid work
- Teaching
- Annual leave
- Employee discount
Operations Director
Agfa —Cambridge
- Leadership

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Associate Wealth Planner

RGH‑Global Limited
Cambridge

Apply Now

Job details

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

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 cambridge, eng

Associate Wealth Planner

Financial Administrator

Client Services Executive

Employee Relations Manager

Associate Business Development Lead

Sales Operations Senior Associate

Private Client Tax Assistant Manager

Business Controller

Marketing Communications Officer

Medical Device Regulatory and Quality Consultant

Senior Technical Author

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

Openings Support Manager

Audit Assistant Manager

Private Client Tax Manager

Senior / Site Manager

Supply Chain Manager

Associate Cost Manager

Technical Cyber Instructor

Operations Director

I want to receive the latest job alerts for wealth management in cambridge, eng

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