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- Tasks: Prepare financial analyses and support client meetings with top-notch service.
- Company: Respected firm of Chartered Financial Planners focused on client success.
- Benefits: Exam funding, career progression, private medical insurance, and a discretionary bonus.
- 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
Candidate Attributes:
- 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 Gloucester employer: Anderson Recruitment
Contact Detail:
Anderson Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Gloucester
✨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 client relationship management. We want you to shine when it’s your turn to impress!
✨Tip Number 3
Showcase your skills online! Update your LinkedIn profile to reflect your paraplanning expertise and connect with potential employers. Don’t forget to mention your strong IT skills and any relevant qualifications you’re pursuing.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that dream job together!
We think you need these skills to ace Paraplanner in Gloucester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in preparing financial information and your strong administration skills. We want to see how your background aligns with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about joining our team and how your skills can contribute to our commitment to outstanding client outcomes. Keep it professional but let your personality show!
Showcase Your Communication Skills: Since excellent written and verbal communication is key for this role, make sure your application reflects that. Use clear, concise language and check for any typos or errors. We appreciate attention to detail!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
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 the right fit for the role.
✨Showcase Your Skills
Prepare examples from your past experience that highlight your administration capabilities and communication skills. Think about specific situations where you met deadlines or handled client enquiries effectively. This will demonstrate your ability to thrive in a fast-paced environment.
✨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 interview is virtual, dress professionally. It sets the tone for the meeting and shows that you take the opportunity seriously. A polished appearance can make a great first impression!