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Wealth Planner in Training — Hands-on Senior Advisors
Job in
Glasgow, Glasgow City Area, G1, Scotland, UK
Listed on 2026-09-03
Listing for:
RGH-Global
Apprenticeship/Internship
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Analyst
Job Description & How to Apply Below
RGH-Global is seeking a part-qualified Wealth Planner to join a supportive, growing team in Scotland. The role blends financial planning, paraplanning, and client service, giving exposure to wealth management while supporting senior Planners.
You will provide advice on less complex matters, undertake paraplanning tasks such as research, cash-flow modelling, and drafting suitability reports, and assist with onboarding, valuations, and client servicing.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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