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🥝 Emerging Wealth Planner: Paraplanning & Client Advisory

RGH-Global Ltd | glasgow, United-Kingdom | Posted June 04, 2026

Job Description

A growing financial services firm in Glasgow is seeking a part-qualified Wealth Planner to join their supportive team. This role offers exposure to financial planning, paraplanning, and client service, while working closely with senior Planners. Candidates should be Level 4 qualified, ambitious towards Chartered status, and have strong communication and technical skills. The position includes a clear pathway towards career progression in wealth management.
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