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- Tasks: Prepare financial analyses and ensure client portfolios are accurate and up to date.
- Company: Join a respected firm of Chartered Financial Planners with a focus on excellence.
- Benefits: Enjoy exam funding, career progression, private medical insurance, and a discretionary bonus.
- Other info: Flexible work options with one day a week from home and excellent growth opportunities.
- Why this job: Make a real impact in clients' financial futures while developing your skills.
- Qualifications: Proven experience as a Paraplanner and strong IT skills required.
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.
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.
- Preparing information / comparisons for analysis / cash flow modelling
- Review / analyse investment portfolio / asset allocation / risk profile
- Ensure all data concerning the clients Financial Portfolio is complete, accurate and up to date
- Proven experience as Paraplanner
- Strong IT skills, specifically in MS Office
- Driving licence required
Monday to Friday 8.30am to 5pm (37.5 hours per week) 1 day per week WFH
Negotiable depending on experience + discretionary bonus + private medical insurance + life insurance + free on-site parking
Paraplanner (Pensions) in Gloucester employer: Anderson Recruitment
Contact Detail:
Anderson Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Pensions) in Gloucester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your technical skills. Since you'll be dealing with cash flow modelling and investment portfolios, make sure you can confidently discuss your experience and how it aligns with the firm's needs.
✨Tip Number 3
Show your passion for personal development! The firm values ongoing career progression, so be ready to share your goals and how you plan to achieve them. This will demonstrate that you're not just looking for a job, but a long-term career.
✨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 take the initiative to engage directly with us.
We think you need these skills to ace Paraplanner (Pensions) in Gloucester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with financial portfolios, cash flow modelling, and any relevant qualifications. We want to see how your skills match 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 the role and how you can contribute to our team. Be sure to mention your strong IT skills and any experience with investment analysis.
Showcase Your Experience: In your application, don’t just list your previous jobs. Share specific examples of how you've successfully managed client portfolios or conducted risk assessments. We love seeing real-life applications of your skills!
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’re considered for this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at Anderson Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and financial planning. Familiarise yourself with the latest trends in investment portfolios and cash flow modelling, as these are key areas for a Paraplanner. Being able to discuss these topics confidently will show that you're serious about the role.
✨Showcase Your IT Skills
Since strong IT skills, especially in MS Office, are crucial for this position, be prepared to demonstrate your proficiency. You might want to mention specific projects where you've used Excel for data analysis or presentations. This will help you stand out as a tech-savvy candidate.
✨Prepare Questions
Interviews are a two-way street, so think of insightful questions to ask about the firm’s approach to client service and team dynamics. This not only shows your interest but also helps you gauge if the company culture aligns with your values.
✨Highlight Your Experience
Be ready to discuss your previous experience as a Paraplanner in detail. Use specific examples to illustrate how you've successfully managed client portfolios and ensured data accuracy. This will help the interviewers see how your background fits with their needs.