Associate, Wealth Planner

Hawk 3 Talent Solutions; Glasgow; On-site; GBP 42,000 - 50,000; Full time

Job summary

A financial services firm in Glasgow is seeking an experienced Associate, Wealth Planner to join their Wealth Planning team. This role involves client support, paraplanning, and administration activities, with competitive salary and benefits including career development opportunities and hybrid working after probation.

Benefits

25 days holiday + bank holidays

Discretionary bonuses

Private medical insurance

Qualifications

• Minimum of 3-5 years experience in paraplanning or wealth planning.
• Must hold a current Statement of Professional Standing (SPS) post-authorisation.
• Strong understanding of financial products and services.

Responsibilities

• Build and maintain strong client relationships.
• Conduct research and prepare suitability reports.
• Assist with new business processing and onboarding.

Skills

Strong numerical and analytical skills

Excellent communication skills

Proficiency in Microsoft Office

Education

RQF Level 4 (CII or equivalent)

Advanced Diploma in Financial Planning (Level 6)

Tools

XPlan or similar financial planning software

Job description

Overview

Associate, Wealth Planner

Glasgow, G1

Reports To: Divisional Director - Wealth Planning
Role Type: Permanent, Full-time
Working Hours: 8:30 AM to 5:00 PM, 37.5 hours per week
Salary: Up to £50,000 (dependent on skills, knowledge, and experience)

Hawk3 Talent Solutions, acting as an employment agency are hiring for our client within the wealth management sector. Our client is a fast-growing financial services firm offering a consultative, dynamic environment with a strong commitment to career development, ESG principles, and client-focused solutions.

Role Summary

We are seeking an experienced Paraplanner with 3-5 years of experience to join our client's Wealth Planning team. This role offers a mix of paraplanning, client support, and administration activities, and provides a fantastic opportunity for professional development within a fast-paced, growing business.

Once you are authorised and certificated, you will work closely with senior planners to deliver tailored wealth planning advice to clients, ensuring good client outcomes. You will also assist in paraplanning activities, provide technical support, and contribute to the ongoing success of the business.

About You

You will be a motivated, results-driven individual with a passion for delivering exceptional client outcomes. You thrive in a fast-paced, team-oriented environment and are keen to develop your technical expertise and client relationship skills. If you are looking for a rewarding opportunity with a company that values your professional growth, we would love to hear from you.

Key Responsibilities

• Client Support
• Build and maintain strong client relationships, focusing on regular service reviews and client retention.
• Provide less complex advice, such as annual reviews, ISAs, and pension top-ups, ensuring clients receive suitable recommendations.
• Support clients in vulnerable circumstances by offering customised financial advice.
• Record meeting outcomes and ensure all client actions are completed within prescribed timelines.

• Paraplanning & Technical Support
• Conduct research, complete calculations, and assist with cash-flow modelling.
• Prepare suitability reports and technical documentation to support recommendations.
• Identify future advice opportunities and raise them with senior planners for client discussion.
• Ensure all documentation is clear, fair, and in line with regulatory standards.

• Wealth Planning Administration
• Assist with new business processing, client onboarding, valuations, and general client queries.
• Use XPlan or similar planning software to manage client data and financial plans.

• Development
• Participate in Continuous Professional Development (CPD) to maintain and enhance your technical knowledge.
• Contribute to efficiency improvements and assist with firm-wide projects.

Required Skills & Experience

• Qualifications
• Minimum RQF Level 4 (CII or equivalent) and commitment to achieving Advanced Diploma in Financial Planning (Level 6).
• Must hold a current Statement of Professional Standing (SPS) post-authorisation.
• Strong understanding of financial products and wealth planning services.

• Experience
• A minimum of 3-5 years experience in paraplanning or a similar wealth planning role.
• Experience with paraplanning procedures, research, and report writing.
• Familiarity with XPlan or similar financial planning software is preferred but not essential.

• Skills
• Strong numerical and analytical skills with excellent attention to detail.
• Ability to prioritise tasks effectively and meet deadlines.
• Excellent communication and client relationship-building skills.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).

• Benefits & Career Development
• Competitive salary up to £50,000, dependent on experience.
• 25 days holiday + bank holidays
• Hybrid working once probation is complete (6 months)
• Discretionary bonuses and pension contributions.
• Life assurance, income protection, and private medical insurance.
• Optional benefits: dental cover, flu jabs, Tastecard membership, and a share purchase plan.
• Career development plans to support your professional growth and progression.
• Access to a dynamic and fast-growing business with opportunities to make your mark.

If you would like to apply then please email your CV to (url removed) or call Jade on (phone number removed)

Closing date is 09.10.2025 - Please note this could change subject to suitable applications

Hawk 3 Talent Solutions are acting as an employment agency on behalf of its client.

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Hawk 3 Talent Solutions are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future