Financial Planner Trainee Opportunity

14 hours ago


Glasgow, Glasgow City, United Kingdom Reed Full time
Transition to Financial Planning

We are looking for an experienced Paraplanner to join our dynamic team and embark on a journey towards becoming a Financial Planner. This role offers a path for career progression and professional development.

About the Job

The successful candidate will work collaboratively with our team of Financial Planners and colleagues to deliver exceptional client service. As a Paraplanner, you will be responsible for preparing recommendations, producing suitability reports, and maintaining client records. Your expertise and skills will be honed through hands-on experience, and you will have the opportunity to assist and observe Financial Planners as you develop towards providing financial advice.

Key Responsibilities
  • Collaborate with Financial Planners to discuss client objectives and recommendations
  • Conduct tax planning calculations and assess provider communications
  • Utilise investment and product research systems like Voyant and FE Analytics
  • Prepare written recommendations and maintain client files
  • Liaise with the admin team and Financial Planners to ensure accurate implementation of recommendations
  • Perform cash flow planning analysis
Training and Support
  • Comprehensive training program to develop skills and knowledge
  • Ongoing support and guidance from experienced Financial Planners
  • Opportunity to attend industry events and conferences
Requirements and Qualifications
  • Diploma level 4 qualification with previous paraplanning experience
  • Experience with pension transfers, tax planning, and investment planning for High-Net-Worth clients
  • Strong understanding of markets, asset types, and investment risks
  • Proficiency in desktop applications (Microsoft Word, Excel, Outlook)
  • Experience with Intelligent Office preferred
Salary and Benefits

This role offers a competitive salary range of £40,000 - £50,000 per annum, as well as opportunities for professional development and career growth. If you are a motivated and ambitious individual looking to advance your career, we invite you to apply.



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