Job Title: Trainee Financial Planner
Location: Glasgow
Salary: £40-45,000
Are 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 Group
We'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 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. 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 apply
If 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.
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