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Associate, wealth planner

Glasgow (Glasgow City)
Permanent
Hawk 3 Talent Solutions
Wealth planner
Posted: 21 September
Offer description

Associate, Wealth Planner Glasgow, G1 Reports To: Divisional Director - Wealth Planning Role Type: Permanent, Full-time Working Hours: 8:30 AM to 5:00 PM, 37.5 hours per week Salary: Up to £50,000 (dependent on skills, knowledge, and experience) Hawk3 Talent Solutions, acting as an employment agency are hiring for our client within the wealth management sector. Our client is a fast-growing financial services firm offering a consultative, dynamic environment with a strong commitment to career development, ESG principles, and client-focused solutions. Role Summary: We are seeking an experienced Paraplanner with 3-5 years of experience to join our client's Wealth Planning team. This role offers a mix of paraplanning, client support, and administration activities, and provides a fantastic opportunity for professional development within a fast-paced, growing business. Once you are authorised and certificated, you will work closely with senior planners to deliver tailored wealth planning advice to clients, ensuring good client outcomes. You will also assist in paraplanning activities, provide technical support, and contribute to the ongoing success of the business. About You: You will be a motivated, results-driven individual with a passion for delivering exceptional client outcomes. You thrive in a fast-paced, team-oriented environment and are keen to develop your technical expertise and client relationship skills....

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