Trainee Paraplanner

Reed; Uddingston; Hybrid; GBP 21,000 - 32,000; Full time

Benefits offered by this job

Hybrid working

Study support

Career progression

28 days holiday + Bank Holidays

Pension, Life Assurance, PMI & Deathin

Job summary

Reed in Glasgow is seeking a motivated Trainee Paraplanner to support advisers in research, reporting and client recommendations. This role offers hybrid working and full study support to progress through professional qualifications.

You will develop technical knowledge, gain hands-on experience, and work closely with experienced Financial Advisers and Paraplanners while studying towards qualifications.

Qualifications

• Experience in Financial Services with paraplanning knowledge and working towards a relevant financial qualification.
• 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.

Education

Financial qualification in progress

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