Associate Wealth Planner (Client Dealing)

Associate Wealth Planner (Client Dealing)

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

• sAct as a first poi...