Financial Planning Associate – Start Your Wealth Career

JJ SEARCH LIMITED is seeking a junior Financial Planning Associate in Cambridge to support the Financial Planning Team with client administration and data handling. The role involves preparing valuations, documentation for meetings, and managing workflow using XPlan.

You will input data, process change requests, and assist with post handling while stepping in for absent colleagues. A successful candidate has 6 months to 1 year in financial planning support or is a recent graduate, with a strong

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