Job Description
Associate Wealth Planner (Client Dealing)
Want to apply Read all the information about this position below, then hit the apply button.
Location: Cambridge
Great Salary & Bens + Training & Courses
We’re partnering with a growing and well-regarded wealth management firm in Cambridge to hire an Associate Wealth Planner. This is an excellent opportunity for a graduate or early-career professional looking to build a long-term career in financial planning, with a clear pathway to becoming a qualified Financial Planner
.You’ll work closely with experienced advisors, gaining hands-on exposure to client relationships, paraplanning, and the full advice process
.The Rol
eThis is a development-focused position combining client support and paraplanning responsibilities. You’ll play a key role in delivering strong client outcomes while building the technical knowledge and commercial awareness required to progress into an advisory role
.Key Responsibilitie
sParaplanning duties will include
eAbout Yo
eWhat’s on Offe
t
Associate Wealth Planner (Client Dealing) • Cambridge, Cambridgeshire, United Kingdom
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