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 team-oriented 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.
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📌 Associate Wealth Planner (Town of Cambridge)
🏢 Rgh-Global
📍 Town of Cambridge
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