Senior Paraplanner: Technical Lead for Complex Financial Plans

Hazlewoods; Cheltenham; On-site; GBP 42,000 - 54,000; Full time

Benefits offered by this job

Direct application bonus

Progression pathway

28 days annual leave

Life assurance 6x salary

Health & wellbeing benefits

Enhanced parental leave

Social events

Job summary

Hazlewoods is seeking a Senior Technical Paraplanner for its Financial Planning team based in Staverton, near Cheltenham. You will support advisors with complex planning work to deliver high-quality client outcomes.

The ideal candidate has at least five years in Financial Services, a Full Diploma in Financial Planning, and experience with Microdecisions, Analytics, Voyant and CashCalc. There is a clear progression path and competitive benefits.

Qualifications

• At least five years’ experience in Financial Services, primarily in paraplanning or technical roles.
• Full Diploma in Financial Planning (essential).
• Experience supporting advice on personal protection, pre- and post-retirement planning, and core financial planning areas.
• Experience using Microdecisions, Analytics, Voyant and CashCalc.

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.

Skills

Analytical thinking

Communication skills

Attention to detail

Education

Diploma in Financial Planning

Tools

Microdecisions

Analytics

Voyant

CashCalc

Job description

Hazlewoods is seeking a Senior Technical Paraplanner for its Financial Planning team based in Staverton, near Cheltenham. You will support advisors with complex planning work to deliver high-quality client outcomes.

The ideal candidate has at least five years in Financial Services, a Full Diploma in Financial Planning, and experience with Microdecisions, Analytics, Voyant and CashCalc. There is a clear progression path and competitive benefits.