Location:Cambridge (hybrid working available)Salary:£45,000-£60,000An 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.
#J-18808-Ljbffr
Hybrid Wealth Planner (Part-Qualified) - Chartered Path employer: RGH Group
RGH Group offers a supportive and collaborative work environment, providing employees with opportunities for professional growth and development. The company emphasizes a structured pathway to Chartered status for its financial planners, ensuring that staff can advance their careers while gaining hands-on experience in wealth management. With a focus on client-centric solutions, RGH Group fosters a culture of excellence and high professional standards.
