Job description
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:
• Support the research of financial products and providers
• Assist with suitability reports and client recommendations
• Help advisers with retirement, investment, and protection planning
• Maintain accurate client records and documentation
• Develop your technical expertise through ongoing training and support
What we're looking for:
• Experience in Financial Services with paraplanning knowledge and working towards a relevant financial qualification
• A keen interest in Financial Planning and Wealth Management
• Strong attention to detail and analytical skills
• Excellent communication and organisational abilities
• Motivation to progress towards professional qualifications
What's on offer?
• Competitive salary
• Hybrid working
• Full study support and career progression
• 28 days holiday + Bank Holidays
• Pension, Life Assurance, PMI & Death in Service benefits
• Supportive and collaborative team culture
Ready to take the first step towards becoming a Paraplanner? Apply today!
For a confidential chat, contact Pauline Low at Reed on .