Trainee Financial Planner jobs in Glasgow

A prominent financial advice firm in Scotland is seeking a Head of Financial Planning to lead a team of 15 planners. This pivotal role requires experience in managing financial planners, implementing strategies, and ensuring high client outcomes. The role offers flexibility, a competitive salary, and a bonus structure, making it an attractive opportunity for the right candidate. Essential...

You must follow all company Health & Safety guidance and instructions, as detailed in the Dalkia Health & Safety Policy.

You will liaise closely with Surveyors, Designers, Buyers, Estimators, SHE, Chief Engineers, Continuous Process Improvement (CPI), Quality Assurance (QA) and Human Resources (HR).

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser. As a...

Job description A fantastic opportunity has arisen for a Financial Planner to join this desirable and successful personal wealth team. We are looking for candidates who are driven by a desire to deliver good outcomes for clients. As a new team that will continue to develop and grow, the candidates should be flexible and confident to provide their input. Being able to work collaboratively in a...

You will work in conjunction with a designated support team to produce advice reports to business and regulatory standards and implement solutions agreed with clients

A vibrant accounting firm is seeking an Accounts Graduate to join their team in February 2026. In the role of Trainee Accountant, you will support internal staff and external clients with financial activities. Responsibilities include bookkeeping, preparation of VAT returns, and liaising with clients to build effective working relationships. The ideal candidate will hold a relevant degree...

A global infrastructure consulting firm in Glasgow is seeking a Senior Project Planner to manage project costs and timelines. The ideal candidate will have an engineering background and be proactive in leading project meetings. Responsibilities include financial analysis, cost forecasting, and assisting in junior staff development. This firm values integrity and offers hybrid work options,...

Reports to: Network Planning Manager Location: Glasgow The First Bus Network CoE is responsible for bus service performance and producing the day-to-day operating plan for our fleet across the UK. Data and route performance analysis is key in managing our service profitability and reliability. Our core services include designing bus routes and timetables, creating vehicle and driver duties to...

Event Planner - SEC Glasgow £30,500 + excellent benefits including healthcare, wellbeing support, 23 days' annual leave plus bank holidays, life assurance, meals on duty, and more. Overview Levy is the premium hospitality partner to some of the world's most iconic venues, delivering standout food, drink and service across sport, entertainment and events. Part of Compass Group, we're proud to...

Associate Wealth Planner An excellent opportunity for a part-qualified Wealth Planner to join a supportive and growing team. This role combines financial planning, paraplanning, and client service, giving you exposure to all areas of wealth management while supporting senior Planners. The Role - Provide advice on less complex matters. - Work closely with a senior Planner to build and...

You must follow all company Health & Safety guidance and instructions, as detailed in the Dalkia Health & Safety Policy.

You will liaise closely with Surveyors, Designers, Buyers, Estimators, SHE, Chief Engineers, Continuous Process Improvement (CPI), Quality Assurance (QA) and Human Resources (HR).

Overview Become a vital member of our Project & Programme Services team, proudly taking on some of the world's most exciting and prestigious projects. Join us, and you'll be part of our genuinely collaborative environment, where everyone is supported to make the most of their talents. It's about recognizing everyone's contributions equally while delivering excellence together. Responsibilities...

Event Planner - SEC Glasgow £30500 + excellent benefits including healthcare, wellbeing support, 23 days' annual leave plus bank holidays, life assurance, meals on duty, and more. Overview Levy is the premium hospitality partner to some of the world's most iconic venues, delivering standout food, drink and service across sport, entertainment and events. Part of Compass Group, we're proud to work...

Exchange Street Claims ltd is seeking a Financial Adviser/Planner to support clients by providing a structured environment and resources for professional growth. The role offers access to established clients, top technology, and a strong focus on client relationships, with a robust salary and benefits package. You'll join a successful team and have pathways for advancement, including earning...

Our client, a leading Wealth Manager with a history spanning throughout the decades are looking to bolster their client facing Financial Planning team in the Glasgow area. For Financial Advisers, they do not need require individuals with a client base but (Chartered or close to it ideally) with experience in complex and some high net worth work. You'll be closely aligned to their ethics and...

You will have the flexibility you need to do your best work with hybrid work options.

You will help us foster a safe and respectful workplace, where we invite everyone to bring their whole selves to work using their unique talents, backgrounds and expertise to create transformational outcomes for our clients.

An outstanding vacancy has arisen for Head of Financial Planning within a regional financial advice firm in Scotland. Having gone through a period of change and replicating the same position in other areas, the company are keen to replicate the same success here. It is a key hire, an exciting time to be joining and a unique opportunity to help lead the team, see the impact your duties make and...

An expanding Wealth Management firm is seeking a Trainee Financial Adviser or Junior/Associate Adviser to join their team in Glasgow. This role offers a unique opportunity for a motivated, diploma-qualified individual or an experienced paraplanner to transition into Financial Advice. With a strong focus on client management and a supportive environment, candidates will have the chance to grow...

An expanding Wealth Management firm is recruiting for a Trainee Financial Adviser, or Junior/Associate Adviser, with a view to acquiring existing clients and, in due course, developing their own client base. This is an excellent opportunity for a driven and motivated diploma-qualified individual with industry experience to transition into Financial Advice, gain their CAS status, and grow an...

Eden Scott's client is seeking a motivated Trainee Paraplanner to join their dynamic team in Glasgow. This is a fantastic opportunity to develop your skills and gain valuable experience in a fast-growing financial services firm. The role requires you to be in the office 5 days a week Key Responsibilities: Support financial planners with research and report preparation Assist in preparing...