Trainee Financial Planner

Recruitment Rebellion; Glasgow; On-site; GBP 40,000 - 45,000; Full time

Job summary

A client-focused financial planning firm in Glasgow is seeking a Trainee Financial Planner to support experienced planners and build client relationships. The ideal candidate should have a Level 4 Diploma in Regulated Financial Planning or be close to achieving it. This position offers a salary of £40-45,000 and opportunities for professional development in a supportive work environment.

Benefits

Performance-based bonus

Increasing pension contributions

Group Life & Critical Illness cover

Discounted Group PMI

Support for further qualifications

Qualifications

• Experience as a Paraplanner, Mortgage Adviser, Protection Adviser, or Banking Adviser.
• Strong technical knowledge and good communication skills.
• Confidence using financial planning tools and software.

Responsibilities

• Support financial planners and attend client meetings.
• Create tailored financial plans covering investments, pensions, and more.
• Work collaboratively with colleagues to achieve outstanding client outcomes.

Skills

Communication skills

Technical knowledge of financial planning

Client-first mindset

Education

Diploma Level 4 in Regulated Financial Planning

Tools

Financial planning tools

Cashflow modelling software

Job description

Job Title: Trainee Financial Planner
Location: Glasgow
Salary: £40-45,000

Are you a Level 4 qualified paraplanner, mortgage adviser, or bank adviser ready to become an Independent Financial Planner?
If you're passionate about client service and want to build long-term relationships, not just chase sales targets, this could be your perfect next step.

About Spectrum Wealth Group

We're a modern, client-focused financial planning firm based in Glasgow. As the only top-rated financial planning firm on VouchedFor in the city, were proud to deliver exceptional, ethical advice thats tailored to individual goals.

This is a rare opportunity to join a supportive, values-led team and develop into a fully-fledged Independent Financial Planner.

The role

This is a hands-on, structured role ideal for someone already holding (or close to holding) the Level 4 Diploma in Regulated Financial Planning. You'll work closely with experienced financial planners, gradually building your own client relationships and gaining real planning experience.

Key responsibilities include:

• Supporting financial planners and attending client meetings.
• Building strong client base under guidance.
• Creating tailored financial plans covering investments, pensions, protection, estate planning, and more.
• Helping clients define and reach long-term financial goals.
• Using cashflow modelling tools and planning software.
• Staying up to date with industry changes and financial services regulation.
• Working collaboratively with colleagues to deliver outstanding client outcomes.

What were looking for

• Diploma Level 4 in Regulated Financial Planning (or close to achieving it).
• Experience as a Paraplanner, Mortgage Adviser, Protection Adviser, or Banking Adviser.
• Strong technical knowledge and good communication skills.
• Confidence using financial planning tools and software.
• A client-first mindset, driven by integrity and a desire to do the right thing.
• A genuine interest in becoming a long-term, independent financial planner.

Whats in it for you

• £40-45,000 salary depending on experience.
• Performance-based bonus.
• Increasing pension contributions.
• Group Life & Critical Illness cover.
• Discounted Group PMI (Private Medical Insurance).
• Full support for further qualifications and professional development.
• Clear career path to becoming a fully authorised financial adviser.
• Warm, inclusive, and professional working environment.

How to apply

If you're ready to take the next step in your financial advice career, we'd love to hear from you.

Please ensure:

• You meet the role criteria.
• You have the right to work in the UK.
• Your CV is clear and up to date.

We review applications on a rolling basis and may interview before the advert closes. If you require any reasonable adjustments, please let us know.