Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers by producing compliant reports and conducting detailed research.
- Company: Ambitious financial planning firm with a collaborative back-office team.
- Benefits: Hybrid working, up to 30 days leave, life insurance, and funding for qualifications.
- Other info: Great opportunity to progress into a Financial Adviser role.
- Why this job: Join a growing firm and make a real impact in financial planning.
- Qualifications: Experience in financial advice and strong report-writing skills preferred.
The predicted salary is between 35000 - 45000 £ per year.
An ambitious and growing financial planning firm is expanding its back-office team based in Gloucester and is looking to appoint an experienced Paraplanner. This role offers an excellent opportunity for a technically strong professional who thrives on close collaboration with Financial Advisers and delivering high-quality, compliant advice materials.
The Role
This role plays an important part in supporting advisers through detailed research, thorough analysis of client needs, and the delivery of detailed, clear, financial planning reports aligned to client objectives and offers a flexible, hybrid working structure also.
Key Responsibilities
- Produce compliant financial planning reports to support adviser recommendations
- Conduct technical research into products, providers, and planning strategies
- Support advisers with client servicing, reviews, and ongoing queries
- Serve as a point of contact for routine adviser and client enquiries
- Prepare review documentation and source illustrations where required
- Stay current with industry legislation, products, and regulatory requirements
Key Requirements
- Experience within a financial advice or wealth management firm
- Strong paraplanning and report-writing capability
- Diploma in Financial Planning (or currently studying towards) preferred
- Excellent organisational and workload management skills
- High level of accuracy and attention to detail
Benefits
- Hybrid working arrangements available
- Full support and funding for professional industry qualifications
- Up to 30 days’ annual leave (plus bank holidays)
- Life insurance cover provided
- Opportunity to progress into a Financial Adviser role in the future
Paraplanner in Gloucester employer: Grove Talent Solutions
Contact Detail:
Grove Talent Solutions 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 industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role requires strong paraplanning skills, make sure you can discuss financial products and strategies confidently. We recommend practising common interview questions with a friend or using mock interview tools.
✨Tip Number 3
Showcase your attention to detail! When you get the chance to present your work or past reports, highlight how your meticulous approach has led to successful outcomes. This will resonate well with potential employers looking for accuracy in their Paraplanner.
✨Tip Number 4
Don't forget to apply through our website! We often have exclusive listings that might not be found elsewhere. Plus, it’s a great way to ensure your application gets the attention it deserves from our hiring team.
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 financial advice and paraplanning, and don’t forget to showcase your report-writing skills. We want to see how you can support our advisers!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your passion for delivering high-quality, compliant advice materials and how you thrive in collaborative environments.
Showcase Your Technical Skills: We’re looking for someone with strong technical research abilities. In your application, give examples of how you've conducted detailed research into products and strategies in the past. This will help us see your analytical side!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at Grove Talent Solutions
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the latest products, providers, and regulatory requirements. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Report-Writing Skills
Since report writing is a key part of the Paraplanner role, be prepared to discuss your experience in this area. Bring examples of reports you've written or be ready to explain your process for creating compliant financial planning documents.
✨Demonstrate Team Spirit
This role involves close collaboration with Financial Advisers, so highlight your teamwork skills. Share examples of how you've successfully worked with others in the past, especially in a financial context, to show you can thrive in a collaborative environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to financial planning and how they support their advisers. This shows your enthusiasm for the role and helps you gauge if the company culture aligns with your values.