At a Glance
- Tasks: Support clients in achieving their financial goals while learning from experienced planners.
- Company: Spectrum Wealth, a top-rated financial planning firm in Glasgow.
- Benefits: Salary up to £50,000, structured career path, and supportive team environment.
- Other info: Join a culture that values ambition, integrity, and long-term growth.
- Why this job: Step into a rewarding career with mentorship and real client exposure from day one.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and two years in financial services.
Spectrum Wealth is looking for an Aspiring Financial Planner who is ready to step into a business where everything is already in place — clients, systems, support, mentoring, and a clear, planned career path. If you're Level 4 qualified, have a minimum of two years financial services experience and are ambitious about becoming an exceptional Financial Planner, this role has been designed for you.
About Spectrum Wealth
Spectrum Wealth is a modern, client-first financial planning firm based in Glasgow. We're proud to be the only top-rated financial planning firm in the city on VouchedFor, known for ethical advice, long-term relationships, and genuinely caring about client outcomes. This is a business built properly: strong processes, high-quality clients, experienced planners who want to develop others, and a culture that invests in people, not just numbers.
The opportunity
This is a genuine development role into a fully-fledged Financial Planner — not a holding position. From day one, you'll be supported, mentored, and gradually introduced to your own client bank, with a clear and structured journey toward becoming a trusted adviser in your own right. We'll teach you the parts you haven't done yet. What we can't teach is ambition, integrity, and the desire to be excellent.
What you'll be doing
- Learning & Client Exposure
- Attending client meetings with experienced Financial Planners.
- Building relationships with clients and understanding their goals.
- Taking on responsibility for client communication and follow-ups.
- Gradually transitioning into managing your own client relationships.
- Financial Planning (with support and training)
- Helping build holistic financial plans covering pensions, investments, protection, estate planning and more.
- Using cashflow modelling and financial planning software.
- Contributing to recommendations that genuinely improve clients' lives.
- Keeping up to date with regulation and best practice.
- Career Progression
- Working within a clearly defined development plan.
- Receiving ongoing mentoring and support.
- Being given responsibility as your confidence and capability grow.
- Progressing toward full adviser authorisation with the backing of the business.
What we're looking for
The only non-negotiable is: Level 4 Diploma in Regulated Financial Planning and a minimum of two years in the financial sector.
This role could suit:
- A paraplanner ready to step into a client-facing future
- A trainee adviser who wants a better platform
- Someone qualified who feels underused and ready for more
You'll thrive here if you are:
- Ambitious and genuinely serious about becoming a top-quality Financial Planner.
- Client-focused and values-led — not sales-driven.
- Curious, thoughtful, and keen to keep learning.
- Confident communicating with clients (or ready to be).
- Looking for a long-term home, not a short-term move.
What's in it for you
- Salary up to £50,000, depending on experience and readiness.
- A passed-over client bank — not starting from zero.
- A structured, realistic, and well-supported career path.
- Full support with development, training, and progression.
- Bonus and benefits package.
- A professional, supportive, and genuinely nice team.
- A business that wants to grow the next generation of advisers.
Interested? Spectrum Wealth is partnering with Recruitment Rebellion Limited to recruit for this role. Applications will be reviewed on a rolling basis and may close early once the right person is identified. To apply, please ensure:
- You meet the Level 4 requirement
- You have the right to work in the UK
- Your CV clearly shows your journey and ambition
If you need any adjustments during the process, just let us know. Only shortlisted candidates will be contacted.
Aspiring Financial Planner in Glasgow employer: Recruitment Rebellion
de Lisle Financial Planning is an exceptional employer located in Northleach, Gloucestershire, offering a supportive and relationship-focused work environment. With a commitment to employee growth, the company provides fully funded professional qualifications and a structured pathway to becoming a regulated adviser, ensuring that you can build a long-term career in financial planning while receiving ongoing mentoring from experienced professionals. Join a team that values client-first approaches and fosters meaningful connections, making it a rewarding place to develop your skills and advance your career.
