Job Description
Location: Cambridge (hybrid working available)
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Salary: £45,000-£60,000
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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.
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The Role
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Provide advice on less complex matters.
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Work closely with a senior Planner to build and maintain robust client relationships.
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Undertake paraplanning tasks including research, cash‐flow modelling, and drafting suitability reports.
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Support administration processes such as onboarding, valuations, and client servicing.
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Ensure all advice and activity meets compliance and regulatory requirements.
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Develop technical knowledge, client‐facing skills, and a sales mindset to support long‐term career progression.
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About You




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Minimum Level 4 qualified (CII Diploma or equivalent).
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Ambitious to achieve Chartered status.
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Previous paraplanning experience with strong technical knowledge.
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Strong communication, organisational, and relationship‐building skills.
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Proficient in Word, Excel, PowerPoint.
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Professional, detail‐focused, and proactive with a collaborative approach.
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What's on Offer
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A structured pathway to Chartered status.
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Opportunity to gain hands‐on planning experience alongside senior advisers.
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Exposure to both technical and client‐facing responsibilities.
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Supportive, professional culture with excellent long‐term progression.
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📌 Associate Wealth Planner (Hobart)
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