Trainee Paraplanner
Glasgow (Hybrid)
£30,000 – £35,000 + excellent benefits
Looking to take the next step in your financial planning career?
This role offers the perfect blend of technical development, study support, and hands-on experience with a Chartered, independent advisory firm.
You’ll work closely with experienced Financial Planners, learning how to prepare suitability reports, carry out technical research, and support client reviews.
If you’ve already started your CII exams (or are keen to), this is an opportunity to progress towards full Diploma status with financial and study support provided.
What you’ll do
*Assist Financial Planners with client reviews, gathering data and preparing reports
*Carry out technical research on pensions, investments, and tax planning
*Draft suitability reports and ensure compliance with FCA requirements
*Liaise with providers and clients to manage documentation and queries
*Support implementation of advice and maintain accurate client records
What you’ll need
*Experience in financial planning / wealth management administration or some exposure to paraplanning
*Ideally some R0 exams completed and a commitment to achieve the Level 4 Diploma
About the company
This is an independent, Chartered financial planning firm with a strong reputation for professionalism and technical expertise. They provide holistic advice across investments, pensions, tax planning, and estate planning, and are committed to helping clients achieve their long-term goals.
Benefits
*Favourable pension contributions
*Generous annual leave (plus birthday off, charity day, option to buy extra)
*Private Medical Insurance with digital GP access
*Health Cash Plan
*Group Life Assurance
*Critical Illness Cover
*Income Protection
*Study support for CII exams (materials, exam fees, study leave)
*Family-friendly policies
*Various additional perks
Ready to progress your career? Click ’Apply now’.
Don’t worry if your CV isn’t up to date, just send what you have, and we’ll take it from there.