Associate Wealth Planner — Path to Financial Planner

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

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.