Trainee Paraplanner

Reed; Glasgow; Hybrid; GBP 23,000 - 29,000; Full time

Benefits offered by this job

28 days holiday

Bank Holidays

Pension

Life Assurance

PMI & Death in Service

Job summary

Reed in Glasgow is seeking a proactive Trainee Paraplanner to grow within a wealth management environment. The role offers hybrid working, competitive salary, and full study support as you develop toward professional qualifications.

You will learn by supporting advisers, researching products, preparing suitability reports, and maintaining client records while advancing your financial planning knowledge.

Qualifications

• 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

Responsibilities

• 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

Skills

Attention to detail

Analytical skills

Communication skills

Organisational abilities

Job description

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