Associate wealth planner Work, Jobs in Little Wilbraham, 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
9d

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Associate Wealth Planner
RGH‑Global Limited —Cambridge
Develop technical knowledge, client-facing skills, and a sales mindset to support long-term career progression. Location: Cambridge (hybrid working available).
£45,000 - £60,000 a year
9d
French Wealth Solutions Associate (French Assurance Vie Associate)
Fisher Investments Europe —London
You will coordinate with internal departments, prepare onboarding paperwork, help create sales deliverables, build new processes, and much more.
14d

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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
9 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.

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Associate Wealth Planner

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