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