Senior Paraplanner — Technical Specialist for UHNW Planning

Hazlewoods; England; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Direct application bonus

Profit share scheme

28 days annual leave

Health & wellbeing benefits

Enhanced maternity and paternity leave

On-site parking

Regular social events

Job summary

Hazlewoods, a leading independent firm of chartered accountants in the UK, is looking for a Senior Technical Paraplanner to join their Financial Planning team in Staverton. This role offers the opportunity to handle complex planning work while closely collaborating with financial planners to enhance client outcomes.

The ideal candidate will have over five years of experience in financial services with a Full Diploma in Financial Planning and a strong technical background. The firm offers a competitive benefits package, including a direct application bonus and clear progression opportunities.

Qualifications

• At least five years’ experience in Financial Services, primarily in a paraplanning or technical role.
• Recent experience supporting advice on personal protection, pre- and post-retirement planning.
• Strong technical knowledge with a detail-focused approach.

Responsibilities

• Producing comprehensive financial planning reports across a broad range of advice areas.
• Drafting technical documents and client presentations.
• Working closely with financial planners to support advice delivery.

Skills

Financial Services experience

Technical knowledge

Communication skills

Proactive attitude

Detail-oriented

Education

Full Diploma in Financial Planning

Progress toward Advanced Diploma or Chartered status

Tools

Microdecisions

Analytics

Voyant

CashCalc

Job description

Hazlewoods, a leading independent firm of chartered accountants in the UK, is looking for a Senior Technical Paraplanner to join their Financial Planning team in Staverton. This role offers the opportunity to handle complex planning work while closely collaborating with financial planners to enhance client outcomes.

The ideal candidate will have over five years of experience in financial services with a Full Diploma in Financial Planning and a strong technical background. The firm offers a competitive benefits package, including a direct application bonus and clear progression opportunities.