Emerging Wealth Planner: Paraplanning & Client Advisory

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

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.

Skills

Communication skills

Organizational skills

Relationship-building skills

Technical knowledge

Proficiency in Word, Excel, PowerPoint

Education

Level 4 qualified (CII Diploma or equivalent)

Tools

XPlan

Job description

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.