Senior Paraplanner β€” Technical Specialist for UHNW Planning

Senior Paraplanner β€” Technical Specialist for UHNW Planning

Full-Time 50000 - 60000 Β£ / year (est.) No working from home possible
Hazlewoods

At a Glance

  • Tasks: Handle complex financial planning and collaborate with planners to enhance client outcomes.
  • Company: Leading independent firm of chartered accountants in the UK.
  • Benefits: Competitive benefits package, direct application bonus, and clear progression opportunities.
  • Other info: Opportunity for career growth in a supportive environment.
  • Why this job: Join a dynamic team and make a real impact in UHNW planning.
  • Qualifications: Over five years in financial services and a Full Diploma in Financial Planning.

The predicted salary is between 50000 - 60000 Β£ per year.

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.

Senior Paraplanner β€” Technical Specialist for UHNW Planning employer: Hazlewoods

At Hazlewoods, we pride ourselves on being an excellent employer, offering a supportive work culture that values collaboration and professional growth. As a Payroll Specialist, you'll enjoy flexible hours and a diverse client portfolio, alongside comprehensive benefits that enhance your work-life balance and career development opportunities in a dynamic environment.

Hazlewoods

Contact Details:

Hazlewoods Recruitment Team

We think you need these skills to ace Senior Paraplanner β€” Technical Specialist for UHNW Planning

Financial Planning
Technical Knowledge
Client Relationship Management
Complex Problem Solving
Collaboration Skills
Diploma in Financial Planning
Experience in Financial Services