Trainee Financial Planner
Trainee Financial Planner
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Job Description
Job Title: Trainee Financial Planner
Location: Glasgow
Salary: 40-45000
Are you a Level 4 qualified paraplanner mortgage adviser or bank adviser ready to become an Independent Financial Planner
If youre 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
Were 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. Youll 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
- 40-45000 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 youre ready to take the next step in your financial advice career wed 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.
Whats in it for you
- 40-45000 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.
Employment Type
Full Time
