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