Financial planner Work, Jobs in North Lanarkshire (with Salaries)

Associate Wealth Planner
RGH‑Global Limited —Glasgow
- £40,000 - £50,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
8d
Client Relationship Support
AAB —Glasgow
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Senior Paraplanner
RGH‑Global Limited —Glasgow
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Wealth Management Administrator
RGH‑Global Limited —Glasgow
- £24,000 - £28,000 a year
- Communication skills
8d
Financial Planning Consultant
Glasgow Wealth Ltd —Glasgow

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Client Relationship Support
AAB —Glasgow
Ensure the planners, and clients, are updated regularly and in a timely manner throughout the client journey. Knowledge of financial products and plans.

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financial planner jobs near north lanarkshire

Associate Wealth Planner

RGH‑Global Limited
Glasgow

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Job details

Permanent | Full-time
£40,000 - £50,000 a year
8 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

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financial planner jobs in north lanarkshire

Associate Wealth Planner

Client Relationship Support

Senior Paraplanner

Wealth Management Administrator

Financial Planning Consultant

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