Wealth management Work, Jobs in Hinxton, 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
10d
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
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
13d
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
Senior Technical Author
Lasernet Group —Cambridge
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Azure
Customer Service Centre Lead
Raytheon —Harlow
- Weekend availability
- Management
- Microsoft Office
- Leadership
- Sick pay
11d
Employee Relations Manager
Amgen —Cambridge
- Spanish
- English
- Analysis skills
12d
Finance Analyst - Weapons Business Programme Finance
Raytheon —Harlow
- Weekend availability
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Office
- Sick pay
3d
Associate Business Development Lead
DLRC —Letchworth
- Weekend availability
- Hybrid work
- CRM software
- Sales
- English
14d
Senior Regulatory Associate- Fixed Term Contract until 31 August 2027
DLRC —Letchworth
- English
- Microsoft Office
- Analysis skills
Medical Device Regulatory and Quality Consultant
PA Consulting —Melbourn
- Full-time
- Annual leave
Sales Operations Senior Associate
Amgen —Cambridge
- CRM software
- Microsoft Excel
- Sales
Business Controller
Agfa —Cambridge
- Hybrid work
- English
- Analysis skills
- Communication skills
Traffic Management Operative
FM Conway —Stevenage
- Full-time
- Annual leave
Quick apply
SAP Finance Specialist
Raytheon —Harlow
- Full-time
- Engineering
- ERP systems
- IT
- Sick pay
Senior Finance Analyst
Raytheon —Harlow
- Weekend availability
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Office
- Sick pay
Senior / Site Manager
Octavius Infrastructure —Cambridge
- Full-time
- Contracts
- Leadership
- Communication skills
- Annual leave
Project Manager
Parker Hannifin Corporation —Stevenage
- Full-time
- Project management
- Communication skills
- Employee assistance programme
- Employee discount
Children's Residential Support Worker
CCC Ltd —Harlow
- From £13.50 an hour
- Overtime
- Childcare
- Working with children
- Driving
- Free parking
- Employee discount
Quick apply

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Associate Wealth Planner

RGH‑Global Limited
Cambridge

Apply Now

Job details

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

Associate Wealth Planner

Financial Administrator

Client Services Executive

Financial Planner (Virtual)

Openings Support Manager

Senior Technical Author

Customer Service Centre Lead

Employee Relations Manager

Finance Analyst - Weapons Business Programme Finance

Associate Business Development Lead

Senior Regulatory Associate- Fixed Term Contract until 31 August 2027

Medical Device Regulatory and Quality Consultant

Sales Operations Senior Associate

Business Controller

Traffic Management Operative

SAP Finance Specialist

Senior Finance Analyst

Senior / Site Manager

Project Manager

Children's Residential Support Worker

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