Financial advisory occupations Work, Jobs in Glasgow, Sct (with Salaries)

Associate Wealth Planner
RGH‑Global Limited —Glasgow
- £40,000 - £50,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
11d
Client Relationship Support
AAB —Glasgow
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Pensions Administrator
Hymans Robertson LLP —Glasgow
- £24,000 - £32,000 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Organisational skills
Quick apply
Senior IFA Administrator
Foster Denovo —Glasgow
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Financial Adviser
Foster Denovo —Glasgow
- Full-time
- Employee discount
Pension Administrator
Aptia Group —Glasgow
- Full-time
- Microsoft Office
- IT
Wealth Management Administrator
RGH‑Global Limited —Glasgow
- £24,000 - £28,000 a year
- Communication skills
11d
Paraplanner
RGH‑Global Limited —Glasgow
- £35,000 - £50,000 a year
- Full-time
- CRM software
- Organisational skills
- Communication skills
11d
Senior Pension Administrator
Aptia Group —Glasgow
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Private Client Servicing Adviser
Swiss Life Global Solutions —Glasgow
- Annual leave
- Employee assistance programme
8d
Senior Paraplanner
RGH‑Global Limited —Glasgow
- From £45,000 a year
- Full-time
- Hybrid work
- Analysis skills
11d
Private Banker
Barclays —Glasgow
- Mentoring
- Construction experience
- Communication skills
IFA Administrator
RGH‑Global Limited —Glasgow
- £25,000 - £30,000 a year
- Full-time
- Financial services
- Communication skills
Wealth Manager - Wealth Management
Barclays —Glasgow
Financial Planning Consultant
Glasgow Wealth Ltd —Glasgow
Paraplanner
Glasgow Wealth Ltd —Glasgow
- Tax experience

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financial advisory occupations jobs near glasgow, sct

Associate Wealth Planner

RGH‑Global Limited
Glasgow

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Job details

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

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Sales
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

Refine Your Search

financial advisory occupations jobs in glasgow, sct

Associate Wealth Planner

Client Relationship Support

Pensions Administrator

Senior IFA Administrator

Financial Adviser

Pension Administrator

Wealth Management Administrator

Paraplanner

Senior Pension Administrator

Private Client Servicing Adviser

Senior Paraplanner

Private Banker

IFA Administrator

Wealth Manager - Wealth Management

Financial Planning Consultant

Paraplanner

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