Associate Wealth Planner

RGH-Global; Glasgow; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Structured pathway to Chartered status

Hands-on planning experience

Exposure to technical and client‑faced

Collaborative culture and progression

Job summary

RGH-Global is seeking a part-qualified Wealth Planner to join a supportive, growing team in Scotland. The role blends financial planning, paraplanning, and client service, giving exposure to wealth management while supporting senior Planners.

You will provide advice on less complex matters, undertake paraplanning tasks such as research, cash-flow modelling, and drafting suitability reports, and assist with onboarding, valuations, and client servicing.

Qualifications

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

Responsibilities

• Provide advice on less complex matters and support senior Planners.
• Undertake paraplanning tasks including research and cash-flow modelling.
• Draft suitability reports and support onboarding, valuations and client servicing.
• Ensure compliance with regulatory requirements and maintain client relationships.

Skills

Paraplanning experience

Technical knowledge

Communication skills

Organisational skills

Relationship-building

MS Office

XPlan knowledge

Chartered status ambition

Education

CII Diploma or equivalent

Tools

Word

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.