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For Companies At a Glance
- Tasks: Provide financial advice, support senior Planners, and manage client relationships.
- Company: Join a supportive wealth management team in Cambridge with hybrid working options.
- Benefits: Competitive salary, structured pathway to Chartered status, and hands-on experience.
- Why this job: Gain valuable skills in wealth management while progressing your career in a dynamic environment.
- Qualifications: Minimum Level 4 qualified with previous paraplanning experience and strong communication skills.
- Other info: Enjoy a professional culture that fosters long-term career growth.
The predicted salary is between 45000 - 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.
- 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 in Cambridge 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 in Cambridge
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the wealth management field. Attend industry events, join relevant online forums, and don’t be shy to reach out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised!
✨Tip Number 2
Practice your pitch! You never know when you’ll meet someone who could help you land that Associate Wealth Planner role. Prepare a short, engaging summary of your experience and what you bring to the table. Confidence is key, so rehearse until it feels natural!
✨Tip Number 3
Leverage our website! We’ve got loads of resources and job listings tailored for roles like Associate Wealth Planner. Make sure to check back regularly and apply directly through us to increase your chances of getting noticed.
✨Tip Number 4
Stay updated on industry trends! Read up on the latest news in wealth management and financial planning. This knowledge will not only impress potential employers but also help you engage in meaningful conversations during interviews.
We think you need these skills to ace Associate Wealth Planner in Cambridge
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 tell us why you're passionate about wealth planning and how your ambitions align with our supportive culture. Keep it professional but let your personality come through.
Showcase Your Skills: We want to see your strong communication and organisational skills in action. Use specific examples from your past experiences to demonstrate how you've built client relationships or tackled complex tasks.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
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 drafting 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 the interviewer and demonstrate your relationship-building abilities. A friendly, professional approach goes a long way!
✨Show Your Ambition
Let them know you're keen to achieve Chartered status. Share 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 place to grow and develop.
✨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.
