An established and growing wealth management business is looking to appoint an Associate Wealth Planner to join its Cambridge-based Wealth Planning team.This role is ideally suited to an experienced Paraplanner who is looking for a structured and supported pathway into an advisory position over time. The role combines paraplanning, client support and entry-level planning responsibilities, working closely alongside a Senior Planner.The RoleThe Associate Wealth Planner role is designed as an interim step toward becoming a fully-fledged Financial Planner, subject to development, competence and qualifications. Responsibilities will include:Working closely with a Senior Planner to support client relationships and ongoing servicingDelivering less complex advice (e.g. annual reviews, ISAs and pension top-ups) once authorised and appropriately certificatedUndertaking detailed technical research to support holistic advice across investments, pensions, protection and tax planningPreparing suitability reports and client communications that are clear, fair and not misleadingProducing cashflow modelling and calculations to support client recommendationsIdentifying potential future advice needs and raising these with the PlannerSupporting paraplanning activity across the wider team where requiredAssisting with wealth planning administration including new business processing, client onboarding, valuations, XPlan updates and general client queriesEnsuring all work is completed in line with ..... full job details .....