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For Companies At a Glance
- Tasks: Assist in financial planning and client service while learning from experienced Wealth Planners.
- Company: Join a supportive and growing team in wealth management.
- Benefits: Pathway to Chartered status, hands-on experience, and professional development.
- Why this job: Gain valuable skills in a dynamic environment with real client impact.
- Qualifications: Minimum Level 4 qualified; previous paraplanning experience preferred.
- Other info: Collaborative culture with excellent long-term career progression opportunities.
The predicted salary is between 36000 - 60000 £ per year.
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; knowledge of XPlan desirable.
- 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 employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Wealth Planner
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management field and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone in the industry.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning and client service. We recommend role-playing with a friend or using online resources to get comfortable with articulating your thoughts clearly.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your paraplanning tasks, research projects, and any client interactions you've had. This will give potential employers a tangible sense of what you bring to the table.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Associate Wealth Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Associate Wealth Planner role. Highlight your paraplanning experience and any relevant qualifications to show us you’re the right fit!
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 ambitions align with our supportive culture. Let us see your personality!
Showcase Your Technical Skills: Since we value strong technical knowledge, don’t forget to mention your proficiency in Word, Excel, and PowerPoint. If you’ve got experience with XPlan, make sure to highlight that too!
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 this exciting opportunity!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around paraplanning tasks like cash-flow modelling and suitability reports. Being able to discuss these topics confidently will show that you're ready to support senior Planners.
✨Build Rapport
Since this role involves client relationships, practice your communication skills. Think about how you can connect with clients and demonstrate your ability to build strong relationships. A friendly, approachable attitude goes a long way!
✨Show Your Ambition
Let them know you're keen to achieve Chartered status. Talk about your career goals and how this position fits into your long-term plans. This shows that you're not just looking for a job, but a career path.
✨Be Detail-Oriented
Prepare to discuss how you ensure compliance and regulatory requirements are met in your work. Highlight any past experiences where your attention to detail made a difference. This will reassure them that you take your responsibilities seriously.
