Associate Wealth Planner
Glasgow, SCT, GB, United Kingdom
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.
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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.
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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.
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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.
Job Sector:
Financial ServicesJob Location:
GlasgowScotlandJob Category:
Financial ServicesJob Type:
Full TimePermanentSalary:
40000-50000
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Job Detail
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Job IdJD3761409
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationGlasgow, SCT, GB, United Kingdom
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EducationNot mentioned