Associate Wealth Planner - #194782
RGH‑Global Limited
Date: 2 weeks ago
City: Hamilton
Salary:
£40,000
-
£50,000
per year
Contract type: Full time
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.
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