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- Tasks: Prepare financial analyses and support client meetings with accurate data.
- Company: Respected Chartered Financial Planners known for exceptional service.
- Benefits: Exam funding, career progression, private medical insurance, and life insurance.
- Other info: Flexible work-from-home options and a supportive environment for personal development.
- Why this job: Join a growing team and make a real difference in clients' financial lives.
- Qualifications: Experience as a Paraplanner with strong admin and communication skills.
The predicted salary is between 35000 - 45000 £ per year.
This is an excellent and rare opportunity to join a highly respected, privately owned firm of Chartered Financial Planners, known for delivering a first-class service to both clients and staff. Due to continued growth, our client is seeking an experienced Paraplanner to join their expanding team in Gloucester. The firm provides market-leading wealth solutions and is committed to achieving outstanding client outcomes through professionalism, integrity, and a genuinely caring approach.
In return, the successful candidate will receive exam funding and support towards relevant professional qualifications, along with excellent opportunities for ongoing career progression and personal development within the business.
Responsibilities:- Preparing information / comparisons for analysis / cash flow modelling
- Review / analyse investment portfolio / asset allocation / risk profile
- Prepare necessary paperwork for client meetings and presentation
- Ensure all data concerning the clients Financial Portfolio is complete, accurate and up to date
- Act as a point of contact and effectively deal with enquiries to establish strong client relationships
- Proven experience as Paraplanner
- Excellent administration capabilities
- Written and verbal communication skills
- Ability to meet deadlines and work within restricted timescales
- Strong IT skills, specifically in MS Office
- Driving licence required
Hours: Monday to Friday 8.30am to 5pm (37.5 hours per week), 1 day per week WFH
Salary: Negotiable depending on experience + discretionary bonus + private medical insurance + life insurance + free on-site parking
Paraplanner in Cheltenham employer: Anderson Recruitment
Contact Detail:
Anderson Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common paraplanner questions. Think about how you can showcase your experience with cash flow modelling and investment analysis. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your best work, including examples of client presentations or reports you've prepared. This will give potential employers a tangible sense of what you can bring to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. Let’s get you that dream paraplanner role!
We think you need these skills to ace Paraplanner in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience and skills that match the job description, like your administration capabilities and communication skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with our firm's values of professionalism and integrity. Let us know what makes you the perfect fit for our caring approach.
Showcase Your IT Skills: Since strong IT skills are essential, make sure to mention your proficiency in MS Office and any other relevant software. We love candidates who can hit the ground running, so don’t hold back on showcasing your tech-savviness!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy to do!
How to prepare for a job interview at Anderson Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and paraplanning. Familiarise yourself with cash flow modelling, investment portfolios, and risk profiles. Being able to discuss these topics confidently will show that you're serious about the role.
✨Showcase Your Skills
Prepare examples from your past experience that highlight your administration capabilities and communication skills. Think of specific situations where you met deadlines or handled client enquiries effectively. This will help demonstrate your fit for the role.
✨Ask Smart Questions
Come prepared with insightful questions about the firm’s approach to client relationships and their commitment to professional development. This shows that you’re genuinely interested in the company and eager to contribute to their success.
✨Dress the Part
Even if the firm has a relaxed dress code, it’s always best to err on the side of professionalism for an interview. Dressing smartly can help make a great first impression and shows that you take the opportunity seriously.