Financial planner 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
Paraplanner
Perspective Financial Group —Cambridge
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Senior Paraplanner
RGH‑Global Limited —Cambridge
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Paraplanner
RGH‑Global Limited —Cambridge
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- Communication skills
Trust and Estate Planning Consultant
Solidus Trust —Stevenage
- Full-time
- Financial services
- Communication skills
- Time management
- Annual leave
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
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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.
Paraplanner
Swiss Life Global Solutions —Cambridge
Experience in a paraplanning role is essential, so we would require you to have worked as a paraplanner for a minimum of 2 years.

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Associate Wealth Planner

RGH‑Global Limited
Cambridge

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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

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financial planner jobs in cambridge, cam

Associate Wealth Planner

Paraplanner

Senior Paraplanner

Paraplanner

Trust and Estate Planning Consultant

Financial Planner (Virtual)

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