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.
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.
💡 Quick Summary
Seeking a career-building opportunity? The Associate Wealth Planner position is now open for candidates interested in the Office Assistant Jobs sector. This role in Glasgow offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Office Assistant Jobs is a plus.
