Associate Wealth Planner (Client Dealing)

Cameron Kennedy; Cambridge; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Structured support with a professional qualification

Clear progression pathway into a Financial Planner position

Job summary

Cameron Kennedy in Cambridge is hiring an Associate Wealth Planner to support clients and develop financial planning skills. This position is ideal for graduates or early-career professionals keen to progress in wealth management.

You will collaborate closely with experienced advisors, focusing on client relationships and paraplanning. Responsibilities include handling client queries, managing documentation, and assisting with financial planning tasks, all while gaining valuable industry exposure and support toward professional qualifications.

Qualifications

• Working towards or committed to completing the Level 4 Diploma (CII).
• Motivated, proactive, and keen to develop into an advisory role.

Responsibilities

• Act as a first point of contact for clients, handling queries and supporting ongoing relationships.
• Coordinate client meetings, prepare valuation packs, and manage the diary.
• Process new business, including onboarding, AML/CDD checks, and documentation.
• Maintain accurate client records using back-office systems.
• Support post-meeting follow-ups and client communication.

Skills

Strong interest in financial planning and wealth management

Excellent communication abilities

Strong numerical skills

High attention to detail

Organisational abilities

Education

Degree (minimum 2:1 preferred)

Tools

XPlan

Job description

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 Role

This 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 Responsibilities

• Act as a first point of contact for clients, handling queries and supporting ongoing relationships.
• Coordinate client meetings, prepare valuation packs, and manage the diary.
• Process new business, including onboarding, AML/CDD checks, and documentation.
• Maintain accurate client records using back‑office systems (e.g. XPlan).
• Support post‑meeting follow‑ups and client communication.
• Assist with billing, invoicing, and general administrative tasks.

Paraplanning duties will include

• Conducting research to support financial planning recommendations.
• Preparing suitability reports aligned to client needs and regulatory requirements.
• Supporting cash‑flow modelling and financial calculations.
• Drafting technical and client‑facing documentation.

About You

• Degree educated (minimum 2:1 preferred).
• Strong interest in financial planning and wealth management.
• Working towards or committed to completing the Level 4 Diploma (CII).
• Strong numerical skills and high attention to detail.
• Excellent communication and organisational abilities.
• Motivated, proactive, and keen to develop into an advisory role.

What’s on Offer

• Clear progression pathway into a Financial Planner position.
• Structured support with a professional qualification.
• Exposure to experienced advisors and complex client work.
• Collaborative and supportive team environment.