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- Tasks: Produce detailed financial reports and support advisors with complex planning.
- Company: Join one of the UK's top independent firms of chartered accountants.
- Benefits: Enjoy a competitive salary, profit share, and 28 days annual leave.
- Other info: Dynamic team culture with excellent career progression opportunities.
- Why this job: Make a real impact in financial planning for high-net-worth clients.
- Qualifications: Five years in Financial Services and a Diploma in Financial Planning required.
The predicted salary is between 45000 - 55000 £ per year.
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.
Senior Technical Paraplanner in Cheltenham employer: Hazlewoods
Contact Detail:
Hazlewoods Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Technical Paraplanner in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know someone at Hazlewoods. A friendly chat can open doors and give you insider info about the team and culture.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Make sure you can confidently discuss complex planning issues and how you've tackled them in the past. We want to see your expertise shine!
✨Tip Number 3
Showcase your communication skills during the interview. Practice explaining complicated concepts in simple terms, just like you would with clients. This will demonstrate your ability to liaise effectively with both clients and advisors.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, you might even snag a direct application bonus if you’re successful!
We think you need these skills to ace Senior Technical Paraplanner in Cheltenham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Senior Technical Paraplanner role. Highlight your experience in financial services and any specific tools you've used, like Microdecisions or CashCalc, to show us you're the right fit.
Showcase Your Technical Skills: We want to see your technical knowledge shine! Include examples of complex planning work you've done and how you've supported advisors in delivering high-quality client outcomes. This is your chance to impress us with your expertise!
Be Clear and Concise: When drafting your application, keep it clear and to the point. Use straightforward language to explain your experience and skills, especially when discussing technical documents and client presentations. We appreciate clarity!
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 follow our process!
How to prepare for a job interview at Hazlewoods
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Familiarise yourself with the tools mentioned in the job description, like Microdecisions and CashCalc. Being able to discuss these confidently will show that you're ready for the senior role.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your experience in paraplanning and client interactions. Think about complex cases you've handled and how you supported advisors. This will demonstrate your capability to deliver high-quality outcomes.
✨Communicate Clearly
Since you'll be liaising with clients, practice explaining complex financial concepts in simple terms. During the interview, focus on your communication skills and how you can make intricate planning issues understandable for clients, especially ultra-high-net-worth individuals.
✨Ask Insightful Questions
Prepare thoughtful questions about Hazlewoods' approach to financial planning and their team dynamics. This shows your genuine interest in the firm and helps you assess if it's the right fit for you. Plus, it gives you a chance to engage with the interviewers.