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.
Job Sector: Financial Services
Job Location: GlasgowScotland
Job Category: Financial Services
Job Type: Full TimePermanent
Salary: £40000-£50000