Trainee Paraplanner Opportunity | Glasgow

Join an Established Chartered Financial Planning Firm with Industry-Leading Advisers

Are you a graduate looking to build a career in financial planning? Do you have experience in financial services administration and some exposure to paraplanning tasks? If you’re ambitious and working towards your Level 4 Diploma in Financial Planning, this is your chance to join a respected, independent firm that prides itself on having some of the best advisers in the industry.

Our client is an independent Chartered Financial Planning firm with a reputation for excellence and client-focused advice. They’re committed to developing future talent and supporting your individual journey towards becoming an experienced Paraplanner or a Chartered or Certified Financial Planner.

What you’ll do:

As a Trainee Paraplanner, you’ll gain hands-on experience while supporting our advisers and clients by:

• Preparing client reports, letters, and technical documents.
• Conducting product and technical research.
• Reviewing client portfolios and preparing meeting agendas.
• Liaising with providers for illustrations and literature.
• Handling client queries (non-advisory) and assisting with administrative tasks.
• Maintaining the highest standards of confidentiality and professionalism.

What we’re looking for:

• Experience in financial services administration and some paraplanning exposure in a similar setting.
• A graduate background (finance, economics, business, or similar preferred).
• Ambition to achieve your Level 4 Diploma andcurrently working towards this.
• Strong attention to detail, excellent communication skills, and a proactive mindset.

On Offer:

• Highly competitive salary DOE
• 35 days annual leave
• 8% employers pension contribution
• Comprehensive benefits package including PHI
• Full support for your professional qualifications.
• A clear career path towards becoming an experienced Paraplanner or a Chartered or Certified Financial Planner.
• A collaborative, supportive team environment.

Ready to take the next step in your financial planning career? Apply today and join a firm that values your growth and expertise.

For a confidential chat, please contact Pauline Low at Reed on or connect on LinkedIn