Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist in financial planning and client service while learning from experienced advisers.
- Company: Supportive financial services company based in Cambridge.
- Benefits: Hybrid working, career progression towards Chartered status, and skill development.
- Why this job: Gain hands-on experience in wealth planning and enhance your professional skills.
- Qualifications: Minimum Level 4 qualification with strong communication and organisational skills.
- Other info: Great opportunity for career growth in a dynamic team environment.
The predicted salary is between 30000 - 42000 £ per year.
A financial services company in Cambridge is seeking an Associate Wealth Planner to join their supportive team. This role offers exposure to financial planning, paraplanning, and client service while working alongside senior advisers.
Candidates should possess a minimum Level 4 qualification and have strong communication and organisational skills. The position supports career progression toward Chartered status in a hybrid working environment, providing ample opportunity to develop both technical and client-facing expertise.
Wealth Planning Associate - Paraplanning & Client Service in Cambridge employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Associate - Paraplanning & Client Service in Cambridge
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial services sector, especially those who are already in roles similar to the Wealth Planning Associate. Use platforms like LinkedIn to connect and engage with them; you never know who might have a lead on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client service skills. Think about real-life scenarios where you've demonstrated these abilities. Practising common interview questions can also help you feel more confident when it’s your turn to shine.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation for the opportunity. This not only shows your enthusiasm but also keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website for the best chance at landing that Wealth Planning Associate role! We’re always on the lookout for passionate candidates, and applying directly can sometimes give you an edge over others. Plus, it’s super easy to do!
We think you need these skills to ace Wealth Planning Associate - Paraplanning & Client Service in Cambridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and qualifications mentioned in the job description. Highlight your Level 4 qualification and any relevant experience in financial planning or client service to catch our eye!
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 skills align with our supportive team. Don’t forget to mention your strong communication and organisational skills!
Showcase Your Experience: If you've got experience in paraplanning or working with clients, make sure to include specific examples in your application. We love seeing how you’ve made an impact in previous roles!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and paraplanning processes. Familiarise yourself with the latest trends in wealth management and be ready to discuss how your Level 4 qualification has prepared you for this role.
✨Showcase Your Communication Skills
Since strong communication is key for this position, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated complex financial concepts to clients or colleagues in the past.
✨Demonstrate Organisational Skills
Be ready to discuss how you manage your workload and prioritise tasks. Consider sharing specific tools or methods you use to stay organised, especially in a hybrid working environment where self-discipline is crucial.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client service and career progression. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
