Senior Technical Paraplanner
Posted 2 weeks ago by Totaljobs
£52,000 Per year
Undetermined
Undetermined
Cheltenham, Gloucestershire
Summary: Hazlewoods is seeking a Senior Technical Paraplanner to join their Financial Planning team in Staverton, Gloucestershire. The role involves producing financial planning reports, drafting technical documents, and liaising with clients, particularly ultra-high-net-worth individuals. Candidates should have significant experience in financial services and a strong technical background in paraplanning. This position offers opportunities for professional development and a range of employee benefits.
Key Responsibilities:
- Producing comprehensive financial planning reports across a broad range of advice areas
- Drafting technical documents and client presentations, clearly explaining complex planning issues
- Working closely with financial planners to support advice delivery for both new and existing clients
- Liaising directly with clients, including ultra-high-net-worth individuals
- Collaborating with the administration and wider planning team to support efficient client servicing
Key Skills:
- At least five years’ experience in Financial Services, primarily in a paraplanning or technical role
- Full Diploma in Financial Planning (essential), with progression towards Advanced Diploma or Chartered status
- Recent experience supporting advice on personal protection, pre- and post-retirement planning and core financial planning areas
- Experience using tools such as Microdecisions, Analytics, Voyant and CashCalc
- A methodical, detail-focused approach with strong technical knowledge
- A proactive attitude, confidence to use initiative and strong communication skills
Salary (Rate): £52,000 yearly
City: Cheltenham
Country: United Kingdom
Working Arrangements: undetermined
IR35 Status: undetermined
Seniority Level: Senior
Industry: Other
Hazlewoods is proud to be one of the UK’s leading independent firms of chartered accountants and business advisers, with over 600 professionals across Gloucestershire, Bristol and Cardiff. Our Financial Planning team has been recognised by FT Adviser as one of the Top 50 firms in the UK, reflecting our focus on technical quality, client service and long-term relationships.
We are now seeking a Senior Technical Paraplanner to join our established and growing Financial Planning team based in Staverton. This is an excellent opportunity for an experienced paraplanner to take on a senior technical role, supporting advisors with complex planning work and high-quality client outcomes.
What You’ll Be Doing
- Producing comprehensive financial planning reports across a broad range of advice areas
- Drafting technical documents and client presentations, clearly explaining complex planning issues
- Working closely with financial planners to support advice delivery for both new and existing clients
- Liaising directly with clients, including ultra-high-net-worth individuals
- Collaborating with the administration and wider planning team to support efficient client servicing
What We’re Looking For
- At least five years’ experience in Financial Services, primarily in a paraplanning or technical role
- Full Diploma in Financial Planning (essential), with progression towards Advanced Diploma or Chartered status
- Recent experience supporting advice on personal protection, pre- and post-retirement planning and core financial planning areas
- Experience using tools such as Microdecisions, Analytics, Voyant and CashCalc
- A methodical, detail-focused approach with strong technical knowledge
- A proactive attitude, confidence to use initiative and strong communication skills
What We Offer
- Direct application bonus
- Profit share scheme
- Clear progression and development pathway
- 28 days annual leave (plus option to purchase up to 30 days)
- Life assurance – 6x annual salary
- Health & wellbeing benefits including discounted gym membership, online GP access and mental health support
- Enhanced maternity and paternity leave
- On-site parking
- Regular firm-wide and team social events
Ready to Apply?
If you’re an experienced paraplanner looking to work in a respected Financial Planning team, with exposure to high-quality technical work and clear development opportunities, we’d love to hear from you.