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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: Pathway to Chartered status, hands-on experience, and professional development.
- Why this job: Gain valuable skills in wealth management while making a real impact on clients' lives.
- Qualifications: Minimum Level 4 qualified with previous paraplanning experience and strong communication skills.
- Other info: Enjoy a collaborative culture with excellent long-term career progression opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Location: Cambridge (hybrid working available)
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.
Wealth Management Associate in Cambridge employer: RGH-Global | People Services
Contact Detail:
RGH-Global | People Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Associate in Cambridge
✨Tip Number 1
Network like a pro! Reach out to professionals in the wealth management field on LinkedIn or at local events. Building connections can lead to job opportunities that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to wealth management. We recommend role-playing with a friend or using online resources to boost your confidence.
✨Tip Number 3
Showcase your skills! Bring along examples of your paraplanning work or any relevant projects to interviews. This will help you stand out and demonstrate your technical knowledge.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed, and we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Wealth Management Associate in Cambridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Wealth Management Associate 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 management and how your background aligns with our team's goals. 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 | People Services
✨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 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 place to grow and develop.
✨Be Detail-Oriented
In wealth management, attention to detail is crucial. Prepare examples from your past experience where your detail-focused approach made a difference. This will highlight your professionalism and proactive nature, which are key traits for the role.
