Financial research associate Work, Jobs in Fulbourn, 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
3d
Associate Business Development Manager
Beyond Co —Newmarket
- £26,500 - £28,500 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Administrative experience
- Health & wellbeing programme
- Work from home
Quick apply
8d
Manager / Associate Principal - Financial Institutions Consulting - Europe
IQVIA —Cambridge
- English
- Master's degree
- Project management
Lab Operations Manager
Avantor —Cambridge
- Full-time
- Management
- Laboratory experience
- Continuous improvement
8d
Associate Director, Clinical Operations
Jazz Pharmaceuticals —Cambridge
- Remote
- Master's degree
- Bachelor's degree
- No degree
- Annual leave
7d
Oracle Finance Business Analyst
Linx —Cambridge
- Full-time
- Oracle
- ERP systems
- English
Sr Dir Ops - Medical Communications
Thermo Fisher Scientific —Cambridge
- 8 hour shift
- Management
- Doctoral degree
- Leadership
Private Client Solicitor/Associate or Legal Executive (5+ PQE) – Cambridge
Ashtons Legal —Cambridge
- Remote
- Leadership
- Communication skills
Quick apply

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financial research associate jobs near fulbourn, cam

Associate Wealth Planner

RGH‑Global Limited
Cambridge

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Job details

Permanent | Full-time
£45,000 - £60,000 a year
3 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

financial research associate jobs in fulbourn, cam

Associate Wealth Planner

Associate Business Development Manager

Manager / Associate Principal - Financial Institutions Consulting - Europe

Lab Operations Manager

Associate Director, Clinical Operations

Oracle Finance Business Analyst

Sr Dir Ops - Medical Communications

Private Client Solicitor/Associate or Legal Executive (5+ PQE) – Cambridge

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