Associate Wealth Planner (Client Dealing)

Associate Wealth Planner (Client Dealing)

Location: Cambridge

Great Salary & Bens + Training & Courses

\n 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

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• sAct as a first point of contact for clients, handling queries and supporting ongoing relationship
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• sCoordinate client meetings, prepare valuation packs, and manage diarie
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• sProcess new business including onboarding, AML/CDD checks, and documentatio
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• nMaintain accurate client records using back-office systems (e.g. XPlan
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• )Support post-meeting follow-ups and client communication
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• sAssist with billing, invoicing, and general administrative task
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sParaplanning duties will include

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• :Conducting research to support financial planning recommendation
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• sPreparing suitability reports aligned to client needs and regulatory requirement
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• sSupporting cashflow modelling and financial calculation
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• sDrafting technical and client-facing documentatio
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• nIdentifying opportunities for future advic
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eAbout Yo

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• uDegree educated (minimum 2:1 preferred
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• )Strong interest in financial planning and wealth managemen
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• tWorking towards or committed to completing the Level 4 Diploma (CII
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• )Strong numerical skills and high attention to detai
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• lExcellent communication and organisational abilitie
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• sMotivated, proactive, and keen to develop into an advisory rol
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eWhat’s on Offe

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• rClear progression pathway into a Financial Planner positio
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• nStructured support with professional qualification
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• sExposure to experienced advisors and complex client wor
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• kCollaborative and supportive team environmen
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