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Financial Consultant Financial Advisor Financial Analyst

Wealth Planner in Training — Hybrid

Job in Cambridge, Cambridgeshire, CB21, England, UK
Listing for: RGH-Global | People Services
Full Time, Apprenticeship/Internship position
Listed on 2026-02-24
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Analyst
Job Description & How to Apply Below
A financial services firm in Cambridge is seeking a part-qualified Wealth Planner to join their growing team. This role involves providing advice, working with senior Planners, and undertaking paraplanning tasks. Ideal candidates will have a minimum Level 4 qualification and strong communication skills, along with ambitions for Chartered status. The company offers a supportive culture with excellent opportunities for professional growth and exposure to various aspects of wealth management.
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