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.
Associate Wealth Planner in Cambridge employer: RGH-Global Ltd
Join a dedicated children's care organisation that prioritises the well-being and development of young residents in Liverpool. With a strong emphasis on employee growth, we offer comprehensive training and mentoring opportunities, fostering a supportive work culture that values teamwork and compassion. Enjoy flexible working hours and the chance to make a meaningful impact in the lives of children while working in a nurturing environment.
