Trainee Paraplanner

Trainee Paraplanner

Glasgow | Hybrid Working Competitive Salary + Study Support

Looking to build a successful career in Financial Planning?

We're seeking an ambitious Trainee Paraplanner to join a growing wealth management firm in Glasgow. This is a fantastic opportunity to develop your technical knowledge, gain hands-on experience, and work alongside experienced Financial Advisers and Paraplanners while studying towards professional qualifications.

What you'll do:

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• Support the research of financial products and providers
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• Assist with suitability reports and client recommendations
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• Help advisers with retirement, investment, and protection planning
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• Maintain accurate client records and documentation
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• Develop your technical expertise through ongoing training and support
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What we're looking for:

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• Experience in Financial Services with paraplanning knowledge and working towards a relevant financial qualification
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• A keen interest in Financial Planning and Wealth Management
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• Strong attention to detail and analytical skills
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• Excellent communication and organisational abilities
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• Motivation to progress towards professional qualifications
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What's on offer?

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• Competitive salary
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• Hybrid working
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• Full study support and career progression
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• 28 days holiday + Bank Holidays
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• Pension, Life Assurance, PMI & Death in Service benefits
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• Supportive and collaborative team culture
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Ready to take the first step towards becoming a Paraplanner? Apply today!

For a confidential chat, contact Pauline Low at Reed on .