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.
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Associate Wealth Planner in Glasgow employer: RGH-Global
Join a well-established regional law firm in Sheffield that prioritises employee development and offers a supportive work environment. With 38 days of annual leave, comprehensive health benefits, and a strong commitment to quality client service, this firm fosters a collaborative culture where your contributions are valued. This is an excellent opportunity for experienced conveyancers to thrive in a growing team while enjoying a rewarding work-life balance.
