Financial planner Work, Jobs in Glasgow, Glg (with Salaries)

Associate Wealth Planner
RGH‑Global Limited —Glasgow
- £40,000 - £50,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
Wealth Management Administrator
RGH‑Global Limited —Glasgow
- £24,000 - £28,000 a year
- Financial services
- Communication skills
Senior Paraplanner
RGH‑Global Limited —Glasgow
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Financial Planning Consultant
Glasgow Wealth Ltd —Glasgow
Paraplanner - Fixed Term Contract
Attivo Group —Grangemouth
- £35,000 - £50,000 a year
- Hybrid work
- Analysis skills
- Communication skills
- Time management
- Work from home
Quick apply
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Wealth Management Administrator
RGH‑Global Limited —Edinburgh
Act as a first point of contact for clients, handling general queries professionally and escalating complex issues as appropriate.
£32,000 - £37,000 a year
Practice Administrator
Calderwood Financial —Linlithgow
Acting as a welcoming and professional first point of contact for clients, both in person and by telephone. Professional, friendly and confident dealing with…
£25,500 - £28,000 a year
Quick apply
1d

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Associate Wealth Planner

RGH‑Global Limited
Glasgow

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Job details

Permanent | Full-time
£40,000 - £50,000 a year

Qualifications

Microsoft Powerpoint
Microsoft Word
Client engagement
Suitability report preparation
Relationship management
Communication skills
Certificate in Insurance

Full 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.

Apply Now

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financial planner jobs in glasgow, glg

Associate Wealth Planner

Wealth Management Administrator

Senior Paraplanner

Financial Planning Consultant

Paraplanner - Fixed Term Contract

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