Associate Wealth Planner

RGH Group; Town of Cambridge; Sur place; AUD 86 339 - 115 119; Temps partiel

Avantages offerts par ce poste

Pathway to Chartered status

Hands-on planning experience

Supportive culture with progression

Résumé du poste

A growing financial services firm in Australia seeks a part-qualified Wealth Planner to join a supportive team. This hybrid role involves providing advice, working closely with senior Planners, and handling paraplanning tasks. The ideal candidate is Level 4 qualified with previous experience in paraplanning and strong communication skills. The firm offers a structured pathway to Chartered status, exposure to diverse responsibilities, and excellent opportunities for long-term progression.

Qualifications

• Minimum Level 4 qualified (CII Diploma or equivalent).
• Ambitious to achieve Chartered status.
• Previous paraplanning experience with strong technical knowledge.

Responsabilités

• Provide advice on less complex matters.
• Work closely with a senior Planner to build and maintain strong client relationships.
• Undertake paraplanning tasks including research and drafting suitability reports.
• Support administration processes including onboarding and valuations.

Connaissances

Client relationship building

Strong communication

Organizational skills

Technical knowledge

Proficient in Word, Excel, PowerPoint

Formation

CII Diploma or equivalent

Description du poste

Location: Cambridge (hybrid working available)

Salary: £45,000-£60,000

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 collaborative 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.