Trainee Paraplanner

Trainee Paraplanner Opportunity in Glasgow – Study Support – Career Progression

Are you looking for a rewarding career in financial planning? Do you have a good background in IFA administration and a desire to learn and grow? If so, we have an exciting opportunity for you!

Our client is a well-established and reputable financial planning firm based in Glasgow, offering holistic and independent advice to a diverse range of clients. They are now looking for a Trainee Paraplanner to join their friendly and professional team.

As a Trainee Paraplanner, you will support financial advisers by researching, verifying, and preparing financial reports and recommendations. You will also liaise with product providers, platforms, and clients, and ensure compliance with FCA regulations and internal standards.

To be successful in this role, you will need:

• A good background in IFA administration, preferably with experience in using back-office systems, platforms, and research tools
• Level 4 Diploma in financial planning, or be working towards this  
• Excellent communication, numeracy, and IT skills
• A high level of accuracy and attention to detail
• A proactive and positive attitude, with a willingness to learn and develop

On offer

• Competitive salary and benefits package
• Study support for further professional qualifications and career progression
• Company pension scheme and a range of benefits
• A supportive and collaborative work environment

If you want to work for a forward-thinking company within a supportive and friendly team, please submit your CV to avoid disappointment. Alternatively, contact Pauline Low at Reed on . I look forward to hearing from you!