Associate Wealth Planner
Associate Wealth Planner
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.
Recommended Jobs
Commercial Property Solicitor
Our client, a long established leading Glasgow City law firm, offers a high quality and personalised legal service to businesses and private clients across Scotland. Their services include a bespoke …
Area Sales Manager
Company: CPJ RECRUITMENT Job Type: Permanent, Full Time Salary: £45000 - £48000/annum 20% ote hybrid car healthcare
Personal Injury Solicitor
Company: SERVICE CARE SOLUTIONS Job Type: Permanent, Full Time Salary: £40000 - £60000/annum
TikTok Operations Manager => Relocate to China
Job Description: Requirements: Experience: At least 1 year of short video operations experience, familiar with short video operation strategies, skilled in TikTok creative content production, sh…
Insurance Litigation Lawyer
Are you a litigation solicitor interested in joining a specialist litigation firm? If so this is a role worth looking at. You will have the opportunity to join a firm comprised of pure litigations, a…
Site Manager
A leading civil engineering and groundworks contractor is seeking an experienced Site Manager to take charge of site operations across projects in the West of Scotland. With a strong pipeline of liv…
Groundworks Squad
We’re looking for an experienced Groundworks Squad for a quick start with a civils contractor based in Glasgow. The work will involve troughing - digging out and installing cable troughs - along with…
Finance Assistant
Finance Assistant We are looking for a detail-oriented and motivated finance assistant to join our small finance team in a busy Facilities Management company. Typical responsibilities include: * P…
Electrical Fitter
My client is a well known manufacturer of control panels as a result of increase levels of business they are looking for a Fitter to join their team the role involves assembling, installing, maintain…
MAC Retail Artist
MAC Retail Artist Glasgow Fort 7.5 hours Estée Lauder View all jobs Glasgow Permanent Full-time 19 hours ago Description As one of our highly skilled make-up artists you will comb…