Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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, private medical insurance, and a discretionary bonus.
- Other info: Flexible work options with one day a week from home.
- Why this job: Kickstart your career in finance with growth opportunities and professional development.
- Qualifications: 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 Management) in Gloucester employer: Anderson Recruitment
Contact Detail:
Anderson Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Pensions Management) in Gloucester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work in pensions management. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and soft skills. We recommend practising common interview questions related to paraplanning and being ready to discuss your experience with cash flow modelling and investment analysis.
✨Tip Number 3
Showcase your IT skills! Make sure you’re comfortable with MS Office, as it’s crucial for this role. Consider creating a portfolio of your previous work or projects that highlight your analytical abilities and attention to detail.
✨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 and take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner (Pensions Management) in Gloucester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in pensions management 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 joining our team and how you can contribute to our first-class service. Keep it engaging and personal.
Showcase Your IT Skills: Since strong IT skills are essential, don’t forget to mention your proficiency in MS Office. If you have experience with any financial modelling software, be sure to include that too. We love tech-savvy candidates!
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!
How to prepare for a job interview at Anderson Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions management and financial planning. Familiarise yourself with the latest trends in investment portfolios, asset allocation, and risk profiles. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your IT Skills
Since strong IT skills are a must for this position, be prepared to discuss your experience with MS Office and any other relevant software. You might even want to bring examples of how you've used these tools in previous roles to enhance your work efficiency.
✨Prepare Questions
Interviews are a two-way street, so think of insightful questions to ask about the company culture, team dynamics, and opportunities for professional development. This shows that you're not just looking for any job, but that you're genuinely interested in growing with the firm.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The firm values a first-class service, so showing your interpersonal skills and how you connect with clients can set you apart from other candidates. Remember, they’re looking for someone who fits well within their team!