At a Glance
- Tasks: Support clients and assist in financial planning while gaining hands-on experience.
- Company: Reputable wealth management firm in Cambridge with a focus on growth.
- Benefits: Great salary, training courses, and clear career progression.
- Other info: Join a collaborative team and develop into an advisory role.
- Why this job: Kickstart your career in financial planning with expert guidance and real client exposure.
- Qualifications: Degree educated with a passion for financial planning and strong numerical skills.
The predicted salary is between 30000 - 40000 £ per year.
We’re partnering with a growing and well-regarded wealth management firm in Cambridge to hire an Associate Wealth Planner. This is an excellent opportunity for a graduate or early-career professional looking to build a long-term career in financial planning, with a clear pathway to becoming a qualified Financial Planner.
You’ll work closely with experienced advisors, gaining hands-on exposure to client relationships, paraplanning, and the full advice process.
The Role
This is a development-focused position combining client support and paraplanning responsibilities. You’ll play a key role in delivering strong client outcomes while building the technical knowledge and commercial awareness required to progress into an advisory role.
Key Responsibilities
- Act as a first point of contact for clients, handling queries and supporting ongoing relationships
- Coordinate client meetings, prepare valuation packs, and manage diaries
- Process new business including onboarding, AML/CDD checks, and documentation
- Maintain accurate client records using back-office systems (e.g. XPlan)
- Support post-meeting follow-ups and client communications
- Assist with billing, invoicing, and general administrative tasks
- Paraplanning duties will include:
- Conducting research to support financial planning recommendations
- Preparing suitability reports aligned to client needs and regulatory requirements
- Supporting cashflow modelling and financial calculations
- Drafting technical and client-facing documentation
- Identifying opportunities for future advice
About You
- Degree educated (minimum 2:1 preferred)
- Strong interest in financial planning and wealth management
- Working towards or committed to completing the Level 4 Diploma (CII)
- Strong numerical skills and high attention to detail
- Excellent communication and organisational abilities
- Motivated, proactive, and keen to develop into an advisory role
What’s on Offer
- Clear progression pathway into a Financial Planner position
- Structured support with professional qualifications
- Exposure to experienced advisors and complex client work
- Collaborative and supportive team environment
Associate Wealth Planner (Client Dealing) in Cambridge employer: Cameron Kennedy
As a leading management consultancy, our client offers an exceptional work environment that fosters collaboration and innovation, particularly for professionals engaged in US GAAP to IFRS conversion projects. With a remote working model, employees enjoy the flexibility of working from anywhere in the UK while being part of a dynamic team that supports their professional growth through exposure to high-profile clients and complex financial challenges. The company values strong communication and project management skills, ensuring that every team member can contribute meaningfully to impactful projects.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Wealth Planner (Client Dealing) in Cambridge
✨Tip Number 1
Network like a pro! Reach out to professionals in the wealth management field, attend industry events, and connect with alumni from your university. Building relationships can open doors to opportunities that aren’t advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client relationships and be ready to discuss how you can contribute to their success. We want to see your passion for financial planning shine through!
✨Tip Number 3
Practice your communication skills! As an Associate Wealth Planner, you'll be the first point of contact for clients. Role-play common scenarios with friends or family to build confidence in handling queries and managing client relationships.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Associate Wealth Planner (Client Dealing) in Cambridge
Some tips for your application 🫡
Show Your Passion for Financial Planning:When writing your application, let us know why you're excited about a career in financial planning. Share any relevant experiences or interests that highlight your enthusiasm for the industry.
Tailor Your CV and Cover Letter:Make sure to customise your CV and cover letter for this role. Highlight your degree, any relevant coursework, and skills that align with the responsibilities mentioned in the job description. We want to see how you fit into our team!
Be Clear and Concise:Keep your application straightforward and to the point. Use clear language and avoid jargon. We appreciate well-structured applications that make it easy for us to see your qualifications and potential.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at Cameron Kennedy
✨Know Your Stuff
Make sure you brush up on financial planning concepts and the wealth management industry. Familiarise yourself with terms like paraplanning, AML/CDD checks, and client relationship management. This will show your genuine interest and help you engage in meaningful conversations during the interview.
✨Showcase Your Skills
Prepare examples that highlight your numerical skills and attention to detail. Think of situations where you've successfully managed tasks or solved problems, especially in a team setting. This will demonstrate your capability to handle the responsibilities of the role.
✨Ask Smart Questions
Come prepared with insightful questions about the company’s approach to client relationships and their training programmes. This not only shows your enthusiasm but also helps you gauge if the firm aligns with your career goals in financial planning.
✨Be Yourself
While professionalism is key, don’t forget to let your personality shine through. The firm is looking for motivated and proactive individuals, so be genuine about your aspirations and how you see yourself growing into an advisory role.
