Associate Wealth Planner

RGH-Global Ltd; Glasgow; On-site; GBP 28,000 - 42,000; Part time

Benefits offered by this job

Structured pathway to Chartered status

Hands-on planning experience with senior advisers

Professional culture with long-term progression

Supportive culture

Job summary

A growing financial services firm in Glasgow is seeking a part-qualified Wealth Planner to join their supportive team. This role offers exposure to financial planning, paraplanning, and client service, while working closely with senior Planners. Candidates should be Level 4 qualified, ambitious towards Chartered status, and have strong communication and technical skills. The position includes a clear pathway towards career progression in wealth management.

Qualifications

• Minimum Level 4 qualified (CII Diploma or equivalent).
• Ambitious to achieve Chartered status.
• Previous paraplanning experience with strong technical knowledge.

Responsibilities

• Provide advice on less complex matters.
• Work closely with a senior Planner to build client relationships.
• Undertake paraplanning tasks such as research and drafting reports.
• Support administration: onboarding, valuations, and client servicing.
• Ensure all advice and activity meet compliance and regulatory requirements.
• Develop technical knowledge and client-facing skills to support career progression.

Skills

Communication skills

Organizational skills

Relationship-building skills

Technical knowledge

Proficiency in Word, Excel, PowerPoint

Communication

Organisational skills

Team collaboration

Education

Level 4 qualified (CII Diploma or equivalent)

Tools

XPlan

Excel

PowerPoint

XPlan

Job description

An excellent opportunity for a part-qualified Wealth Planner to join a supportive and growing team. This role combines financial planning, paraplanning, and client service, giving you exposure to all areas of wealth management while supporting senior Planners.

The Role

• Provide advice on less complex matters.
• Work closely with a senior Planner to build and maintain strong client relationships.
• Undertake paraplanning tasks including research, cash-flow modelling, and drafting suitability reports.
• Support administration processes such as onboarding, valuations, and client servicing.
• Ensure all advice and activity meets compliance and regulatory requirements.
• Develop technical knowledge, client-facing skills, and a sales mindset to support long-term career progression.

About You

• Minimum Level 4 qualified (CII Diploma or equivalent).
• Ambitious to achieve Chartered status.
• Previous paraplanning experience with strong technical knowledge.
• Strong communication, organisational, and relationship-building skills.
• Proficient in Word, Excel, PowerPoint; knowledge of XPlan desirable.
• Professional, detail-focused, and proactive with a collaborative approach.

Whats on Offer

• A structured pathway to Chartered status.
• Opportunity to gain hands-on planning experience alongside senior advisers.
• Exposure to both technical and client-facing responsibilities.
• Supportive, professional culture with excellent long-term progression.