At a Glance
- Tasks: Support Financial Advisers with research, report writing, and client servicing.
- Company: Join a respected IFA firm in Glasgow with a strong reputation.
- Benefits: Salary up to £35,000, clear progression, and full support for development.
- Other info: Enjoy a hybrid work setup after initial office training.
- Why this job: Step into a rewarding paraplanning role with real growth opportunities.
- Qualifications: Experience in financial services or admin, with a desire to progress.
The predicted salary is between 35000 - 35000 £ per year.
Kyrann Financial Recruitment is a specialist recruitment agency with over 50 years of combined experience in financial services and recruitment. We focus on building long-lasting, successful placements by prioritising quality over quantity. Dedicated to the financial services sector, our expertise extends to Mortgage Advisers, Wealth Advisers, Protection Advisers, and Operational Management roles. As financial professionals recruiting for other financial professionals, we understand the complexities of the industry and take a consultative approach to matching candidates with the right opportunities. By aligning with our clients' businesses and candidates' aspirations, we contribute to sustainable growth and confident career moves.
Glasgow (Hybrid – initially office-based)
Up to £35,000 + Company Benefits
Are you an Administrator already doing paraplanning work but not getting the recognition? Or a Paraplanner who wants more support, development and a clearer path forward? This is a genuine opportunity to step into — or progress within — paraplanning in a well-established, highly respected IFA business in Glasgow.
The Opportunity
You’ll be joining a busy, client-focused firm with a strong reputation across pensions, investments and protection. If you’re coming from an admin background, you’ll be supported and developed into a full paraplanning role. If you’re already experienced, you’ll be given the autonomy and trust to focus on higher-value work. Initially, you’ll spend more time in the office to get fully embedded in the team, systems and processes — before moving into a more flexible hybrid setup.
What You’ll Be Doing
- Supporting Financial Advisers with research and report writing
- Preparing suitability reports and recommendations
- Conducting product and fund research across the market
- Assisting with client reviews and ongoing servicing
- Liaising with providers, advisers and internal teams
What We’re Looking For
- Experience within financial services (pensions, investments or protection)
- Either:
- An experienced Administrator ready to step up into paraplanning
- OR an existing Paraplanner
- Level 4 Diploma (or working towards)
- Strong attention to detail and organisational skills
- A genuine desire to develop and progress
What’s On Offer
- Salary up to £35,000 depending on experience
- Clear progression into / within paraplanning
- Full support with further exams and development
- Established client bank and experienced advisers to support
- Company benefits package
- A stable, growing IFA firm where you’ll be valued
Trainee Paraplanner in Glasgow employer: Kyrann Financial Recruitment
Kyrann Financial Recruitment is an exceptional employer, offering a supportive and dynamic work environment in Glasgow for those looking to advance their careers in paraplanning. With a strong focus on employee development, you will receive comprehensive training and clear progression pathways, alongside a competitive salary and benefits package. Join a respected IFA firm where your contributions are valued, and enjoy the unique advantage of working within a collaborative team dedicated to client success.
Contact Details:
Kyrann Financial Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Paraplanner in Glasgow
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial services sector on LinkedIn or at industry events. We can’t stress enough how valuable personal connections can be in landing that Trainee Paraplanner role.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to paraplanning and think about how your skills align with their needs. We want you to shine when it’s your turn to impress!
✨Tip Number 3
Practice your responses to common interview questions, especially those related to financial services. We recommend doing mock interviews with friends or mentors to build your confidence and refine your answers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate candidates ready to grow in the financial services field.
We think you need these skills to ace Trainee Paraplanner in Glasgow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that align with the Trainee Paraplanner role. Highlight any relevant financial services experience, even if it’s from an admin background, to show us you’re ready to step up.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about paraplanning and how your background makes you a great fit for our team. Keep it concise but engaging!
Showcase Your Attention to Detail:In the financial services sector, attention to detail is key. Make sure your application is free from typos and errors. This shows us you take pride in your work and understand the importance of accuracy.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the process!
How to prepare for a job interview at Kyrann Financial Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially in pensions, investments, and protection. Familiarise yourself with common paraplanning tasks like report writing and product research. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Experience
Whether you're coming from an admin background or already have some paraplanning experience, be ready to discuss specific examples of your work. Highlight any relevant projects or tasks you've handled that demonstrate your attention to detail and organisational skills.
✨Ask Smart Questions
Prepare thoughtful questions about the company and the role. Inquire about their approach to supporting new paraplanners and how they facilitate career progression. This shows your genuine interest in growing within the firm and helps you assess if it's the right fit for you.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The interviewers want to see if you'll fit into their team culture. Be honest about your aspirations and how you see yourself developing in the paraplanning field.
