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- Tasks: Support client relationships and assist in planning responsibilities while conducting technical research.
- Company: Leading wealth management firm in Cambridge with a focus on growth.
- Benefits: Competitive salary, hybrid working, and support for professional qualifications.
- Why this job: Kickstart your career in wealth planning with clear progression to advisory roles.
- Qualifications: 3–5 years of paraplanning experience and a Level 4 qualification.
- Other info: Exciting opportunity for career development in a supportive environment.
The predicted salary is between 45000 - 60000 £ per year.
A leading wealth management firm in Cambridge is looking for an Associate Wealth Planner to support client relationships, undertake technical research, and assist in planning responsibilities.
Ideal candidates should have 3–5 years of paraplanning experience and a Level 4 qualification.
The role offers a competitive salary of £45,000–£60,000, hybrid working post-probation, and a clear progression pathway to advisory roles.
Full support towards obtaining Level 6/Chartered status is provided.
Aspiring Wealth Planner - Paraplanning to Advisory Path in Cambridge employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Aspiring Wealth Planner - Paraplanning to Advisory Path in Cambridge
✨Tip Number 1
Network like a pro! Reach out to professionals in the wealth management field, especially those who are already in advisory roles. Use platforms like LinkedIn to connect and engage with them; you never know who might have a lead on your dream job!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client relationship skills. Practice common interview questions related to paraplanning and advisory roles, so you can showcase your expertise and confidence when it counts.
✨Tip Number 3
Don’t just apply anywhere—focus on firms that align with your career goals. Check out our website for openings at leading wealth management firms, and tailor your approach to highlight how your experience fits their needs.
✨Tip Number 4
Follow up after interviews! A simple thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and gives you another chance to reiterate why you’re the perfect fit for their team.
We think you need these skills to ace Aspiring Wealth Planner - Paraplanning to Advisory Path in Cambridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and any relevant qualifications. We want to see how your skills align with the Associate Wealth Planner role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth planning and how your background makes you a great fit for our team. Keep it engaging and personal – we love to see your personality!
Showcase Your Technical Skills: Since the role involves technical research and planning responsibilities, make sure to mention any specific tools or methodologies you’re familiar with. We’re keen on candidates who can hit the ground running, so highlight those skills!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be all set!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to wealth planning and paraplanning. Be ready to discuss your past experiences and how they relate to the role. This will show that you’re not just qualified, but also genuinely interested in the field.
✨Showcase Your Client Relationship Skills
Since the role involves supporting client relationships, think of examples where you've successfully managed client interactions. Prepare to share stories that highlight your communication skills and ability to build rapport, as this is crucial for the position.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the firm’s approach to wealth management or their support for professional development. This demonstrates your enthusiasm for the role and helps you gauge if the company aligns with your career goals.
✨Dress the Part
Even if the firm offers hybrid working, it’s important to dress professionally for the interview. A smart appearance shows respect for the interview process and reflects your seriousness about the role.
