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.
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Wealth Planner in Training — Hands-on with Senior Advisors 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.
