Trainee Financial Planner

Recruitment Rebellion

  • Glasgow
  • £40,000-45,000 per year
  • Permanent
  • Full-time
  • 24 days ago
  • Apply easily
Job Title: Trainee Financial Planner
Location: Glasgow
Salary: £40-45,000Are you a Level 4 qualified paraplanner, mortgage adviser, or bank adviser ready to become an Independent Financial Planner?
If you're 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 GroupWe're 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 roleThis is a hands-on, structured role ideal for someone already holding (or close to holding) the Level 4 Diploma in Regulated Financial Planning. You'll 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
  • £40-45,000 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 applyIf you're ready to take the next step in your financial advice career, we'd 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
  • £40-45,000 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.

Recruitment Rebellion