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 development.
- Benefits: Clear career progression, supportive environment, and professional qualifications.
- Other info: Dynamic role with opportunities to grow into an advisory position.
- Why this job: Kickstart your career in finance with real client interactions and expert mentorship.
- Qualifications: Degree educated with a passion for financial planning and strong numerical skills.
The predicted salary is between 42750 - 52250 £ 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., 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.,
- Act as a first point of contact for clients, handling queries and supporting ongoing relationships.
- Coordinate client meetings, prepare valuation packs, and manage the diary.
- 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 communication.
- 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 cash-flow modelling and financial calculations.
- Drafting technical and client-facing documentation. 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.
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Associate Wealth Planner (Client Dealing) in Cambridge employer: Cameron
Cameron is an exceptional employer, offering a dynamic work environment where innovation thrives and employees are encouraged to grow their skills in cutting-edge cloud and API technologies. With a strong focus on collaboration and professional development, team members benefit from ongoing training opportunities and a supportive culture that values creativity and initiative, making it an ideal place for those seeking meaningful and rewarding careers in the banking sector.
