Financial advisory occupations Work, Jobs in Hillington, Glg (with Salaries)

Associate Wealth Planner
RGH‑Global Limited —Glasgow
- £40,000 - £50,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
13d
Senior IFA Administrator
Foster Denovo —Glasgow
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Senior Paraplanner
RGH‑Global Limited —Glasgow
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Private Client Servicing Adviser
Swiss Life Global Solutions —Glasgow
- Annual leave
- Employee assistance programme
10d
Paraplanner
RGH‑Global Limited —Glasgow
- £35,000 - £50,000 a year
- Full-time
- CRM software
- Organisational skills
- Communication skills
13d
Financial Adviser
Foster Denovo —Glasgow
- Full-time
- Employee discount
Wealth Management Administrator
RGH‑Global Limited —Glasgow
- £24,000 - £28,000 a year
- Communication skills
13d
Private Banker
Barclays —Glasgow
- Mentoring
- Construction experience
- Communication skills
Administration Apprenticeship
Hymans Robertson LLP —Glasgow
- £24,500 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Quick apply
Pension Administrator
Aptia Group —Glasgow
- Full-time
- Microsoft Office
- IT
Senior Pension Administrator
Aptia Group —Glasgow
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Wealth Manager - Wealth Management
Barclays —Glasgow
Pensions Administrator
Hymans Robertson LLP —Glasgow
- £24,000 - £32,000 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Organisational skills
Quick apply
IFA Administrator
RGH‑Global Limited —Glasgow
- £25,000 - £30,000 a year
- Full-time
- Financial services
- Communication skills
Financial Planning Consultant
Glasgow Wealth Ltd —Glasgow
Paraplanner
Glasgow Wealth Ltd —Glasgow
- Tax experience

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financial advisory occupations jobs near hillington, glg

Associate Wealth Planner

RGH‑Global Limited
Glasgow

Apply Now

Job details

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

Associate Wealth Planner

Senior IFA Administrator

Senior Paraplanner

Private Client Servicing Adviser

Paraplanner

Financial Adviser

Wealth Management Administrator

Private Banker

Administration Apprenticeship

Pension Administrator

Senior Pension Administrator

Wealth Manager - Wealth Management

Pensions Administrator

IFA Administrator

Financial Planning Consultant

Paraplanner

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