Senior client associate Work, Jobs in Cambridge, 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
Associate Programme Manager (Infrastructure Construction)
AECOM —Cambridge
- Full-time
- Hybrid work
- Business development
- Construction experience
- Leadership
10d
Associate Building Surveyor
Ridge & Partners LLP —Cambridge
- Full-time
- Business development
- Continuous improvement
- Mentoring
12d
Associate Director- Immunoassay
Resolian —Fordham
- Full-time
QC Associate Role (Fixed Term)
Thermo Fisher Scientific —Bishop's Stortford
- Full-time
- Continuous improvement
- Quality control
12d
Senior Project Manager (Water Sector)
AECOM —Cambridge
- Full-time
- Hybrid work
- Management
- Engineering
- Project management
European Technical Associate Director – Global VAT Compliance and Reporting
RSM UK —Cambridge
- Full-time
- Hybrid work
- Business development
- Analysis skills
5h
Senior Associate Solicitor
Stone King —Cambridge
- Full-time
- Hybrid work
- Business development
- Travel
Quick apply
Solicitor/Associate - Medical Negligence
Irwin Mitchell —Cambridge
12d
Commercial Graduate Surveyor
Cheffins —Cambridge
- Full-time
- CRM software
- Microsoft Excel
- Microsoft Office
Civil Infrastructure Associate/Associate Director (Development)
WSP —Cambridge
- Part-time
- Hybrid work
- Civil engineering
- Engineering
- Presentation skills
- Flexitime
- Work from home
Ecologist, Ashwell, Hertfordshire
CSA environmental —Baldock
- Weekend availability
- Hybrid work
- Microsoft Office
- Communication skills
- Annual leave
- Employee assistance programme
Commercial Property Solicitor (3+ PQE) - Cambridge
Ashtons Legal —Cambridge
- Organisational skills
- Communication skills
Quick apply
Senior Project Manager - Real Estate
Turner & Townsend —Cambridge
- Full-time
- Hybrid work
- Travel
- Communication skills
Quick apply
Principal Arboricultural Consultant
AECOM —Cambridge
- Full-time
- Hybrid work
Mechanical Design Engineer (Building Services)
David Bedwell Limited —Cambridge
- £40,000 - £90,000 a year
- Full-time
- Engineering
- Presentation skills
- Bachelor's degree
- Flexitime
Quick apply
13d
Associate Business Development Lead
DLRC —Letchworth
- Weekend availability
- Hybrid work
- CRM software
- Sales
- English
Senior Consultant/Associate - Agriculture and Environment
Bidwells —Cambridge
- Full-time
- Public speaking
- Mentoring
- Employee discount
Senior Associate Solicitor - Education
Stone King —Cambridge
- Full-time
- Hybrid work
- Business development
- Supervising experience
- Organisational skills
Quick apply
Ecologist, Brighton, East Sussex
CSA environmental —Baldock
- Weekend availability
- Hybrid work
- Microsoft Office
- Communication skills
- Annual leave
- Employee assistance programme

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senior client associate jobs near cambridge, cam

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

senior client associate jobs in cambridge, cam

Associate Wealth Planner

Associate Programme Manager (Infrastructure Construction)

Associate Building Surveyor

Associate Director- Immunoassay

QC Associate Role (Fixed Term)

Senior Project Manager (Water Sector)

European Technical Associate Director – Global VAT Compliance and Reporting

Senior Associate Solicitor

Solicitor/Associate - Medical Negligence

Commercial Graduate Surveyor

Civil Infrastructure Associate/Associate Director (Development)

Ecologist, Ashwell, Hertfordshire

Commercial Property Solicitor (3+ PQE) - Cambridge

Senior Project Manager - Real Estate

Principal Arboricultural Consultant

Mechanical Design Engineer (Building Services)

Associate Business Development Lead

Senior Consultant/Associate - Agriculture and Environment

Senior Associate Solicitor - Education

Ecologist, Brighton, East Sussex

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