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- Tasks: Provide financial advice and support senior Planners in a dynamic team.
- Company: A growing financial services firm with a supportive culture in Cambridge.
- Benefits: Professional growth opportunities and exposure to wealth management.
- Why this job: Kickstart your career in finance and work towards Chartered status.
- Qualifications: Minimum Level 4 qualification and strong communication skills.
- Other info: Join a team that values your ambitions and fosters development.
The predicted salary is between 36000 - 60000 £ per year.
A financial services firm in Cambridge is seeking a part-qualified Wealth Planner to join their growing team. This role involves providing advice, working with senior Planners, and undertaking paraplanning tasks.
Ideal candidates will have a minimum Level 4 qualification and strong communication skills, along with ambitions for Chartered status.
The company offers a supportive culture with excellent opportunities for professional growth and exposure to various aspects of wealth management.
Wealth Planner in Training — Hybrid 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 Planner in Training — Hybrid Cambridge
✨Tip Number 1
Network like a pro! Reach out to professionals in the wealth management field, especially those who are already working at firms you’re interested in. A friendly chat can open doors and give you insights that could help you stand out.
✨Tip Number 2
Prepare for interviews by practising common questions related to wealth planning. We recommend role-playing with a friend or using online resources to get comfortable discussing your qualifications and ambitions for Chartered status.
✨Tip Number 3
Showcase your communication skills! During interviews, make sure to articulate your thoughts clearly and confidently. Remember, as a Wealth Planner, you'll need to explain complex financial concepts to clients, so practice makes perfect!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Wealth Planner in Training — Hybrid 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 wealth management to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial services and your ambitions for Chartered status. Let us know why you’re excited about joining our team in Cambridge.
Show Off Your Communication Skills: Since strong communication is key for this role, make sure your application is clear and concise. Use professional language but keep it friendly – we want to see your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at RGH-Global | People Services
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around wealth management and paraplanning. Familiarise yourself with the latest trends in the industry and be ready to discuss how your Level 4 qualification has prepared you for this role.
✨Showcase Your Communication Skills
As a Wealth Planner in Training, strong communication is key. Practice explaining complex financial concepts in simple terms. During the interview, demonstrate your ability to listen actively and respond thoughtfully to questions.
✨Express Your Ambitions
Let them know about your aspirations for Chartered status. Share your plans for professional growth and how you see yourself evolving within their supportive culture. This shows you're not just looking for a job, but a career.
✨Prepare Questions
Have a few insightful questions ready to ask at the end of the interview. This could be about their approach to training or how they support their team in achieving Chartered status. It shows your genuine interest in the role and the company.
