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
14d
Financial Administrator
Perspective Financial Group —Cambridge
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Employee Relations Manager
Amgen —Cambridge
- Spanish
- English
- Analysis skills
Sales Operations Senior Associate
Amgen —Cambridge
- CRM software
- Microsoft Excel
- Sales
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
13d
Mental Health Practitioner
Norfolk & Suffolk Foundation Trust —Bury St. Edmunds
- £39,959 - £48,117 a year
- Call to connect
- Leadership
- Flexible schedule
5d
Medical Device Regulatory and Quality Consultant
PA Consulting —Melbourn
- Full-time
- Annual leave
Private Client Tax Assistant Manager
BDO —Cambridge
- Full-time
- Microsoft Office
- Tax experience
Business Controller
Agfa —Cambridge
- Hybrid work
- English
- Analysis skills
- Communication skills
Senior Technical Author
Lasernet Group —Cambridge
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Azure
Audit Assistant Manager
BDO —Cambridge
- Full-time
- Supervising experience
Senior / Site Manager
Octavius Infrastructure —Cambridge
- Full-time
- Contracts
- Leadership
- Communication skills
- Annual leave
Private Client Tax Manager
BDO —Cambridge
- Full-time
- Microsoft Office
- Tax experience
Supply Chain Manager
Amgen —Cambridge
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
5d
Retail Artist (Part Time (2 Days/16 Hours)) - John Lewis Cambridge
Hourglass Cosmetics —Cambridge
- Part-time
- Sales
- Communication skills
Quick apply
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
Operations Director
Agfa —Cambridge
- Leadership
Associate Cost Manager
Turner & Townsend —Cambridge
- Full-time
- Contracts
Quick apply

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Paraplanner / Technical Planner Financial Services
ALAN BOSWELL GROUP LIMITED —Norwich
We are looking for a *Paraplanner (Technical Planner)* to provide vital support to the team of Financial Advisers for personal and corporate clients,…
£30,000 - £45,000 a year
Quick apply
12d
Paraplanner
Perspective Financial Group —Cambridge
Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.

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Associate Wealth Planner

RGH‑Global Limited
Cambridge

Apply Now

Job details

Permanent | Full-time
£45,000 - £60,000 a year
14 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

Employee Relations Manager

Sales Operations Senior Associate

Marketing Communications Officer

Mental Health Practitioner

Medical Device Regulatory and Quality Consultant

Private Client Tax Assistant Manager

Business Controller

Senior Technical Author

Audit Assistant Manager

Senior / Site Manager

Private Client Tax Manager

Supply Chain Manager

Community Eating Disorders Nurse

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

Financial Planner (Virtual)

Operations Director

Associate Cost Manager

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I want to receive the latest job alerts for wealth management in barway, cam

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