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:

• 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 .