Hazlewoods | UK Accountants
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Staverton, Cheltenham

Join one of the UK’s Top 50 Financial Planning firms and play a key role in delivering high-quality technical advice and planning solutions.

We’re looking for an experienced Senior Technical Paraplanner to join our growing Financial Planning team in Staverton.

This is an opportunity to work closely with experienced Financial Planners, supporting a diverse client base that includes Ultra High Net Worth individuals, while focusing on complex technical work, financial planning reports and bespoke planning solutions.

You’ll be joining an established team of 19, including three Partners, four Financial Planners and a highly experienced technical team. Many of our paraplanners are progressing towards Chartered status, and we continue to invest in both our people and our Financial Planning offering.

The Role

Working closely with Financial Planners and the wider support team, you’ll be responsible for:

  • Preparing recommendations and writing financial planning reports across a broad range of planning areas
  • Supporting advisers in developing bespoke solutions for new and existing clients
  • Liaising directly with clients, including Ultra High Net Worth individuals
  • Producing technical research and supporting presentations that communicate complex planning concepts clearly
  • Providing technical support to advisers and administrators across both new and existing client work
  • Assisting with cashflow modelling and financial planning analysis
  • Ensuring technical, compliance and administrative standards are maintained throughout the advice process

About You

We’re interested in speaking with individuals who:

  • Have at least five years’ experience in Financial Services, predominantly within a paraplanning role
  • Hold the Diploma in Financial Planning and are working towards Advanced Diploma or Chartered status
  • Have experience supporting advice across areas such as retirement planning, protection and inheritance tax planning
  • Have experience using tools such as Voyant, CashCalc, Analytics and other financial planning software
  • Have strong technical and compliance knowledge, with excellent attention to detail
  • Enjoy problem solving and communicating complex information clearly and effectively

Why Hazlewoods?

Our Financial Planning team has been recognised as one of the UK’s Top 50 Financial Planning firms and continues to grow. You’ll have the opportunity to work alongside highly experienced advisers, support a broad range of clients and develop your technical knowledge within an established and collaborative team.

This role offers exposure to high-quality technical work, complex client scenarios and clear opportunities for professional development.

Some of the benefits we offer include:

  • Direct application bonus
  • Profit share scheme
  • Clear progression and development opportunities
  • Enhanced employer pension contribution
  • 28 days’ annual leave, with the option to purchase additional days
  • Life assurance of 6x annual salary
  • On-site parking
  • Health and wellbeing benefits, including discounted gym membership, online GP access, Employee Assistance Programme, Aviva Digicare+ and Mental Health First Aiders
  • Enhanced maternity and paternity leave
  • Regular firm-wide and team social events

Interested?

If you’re looking for a role that offers high-quality technical work, exposure to complex financial planning cases and the opportunity to develop your career within a respected and growing Financial Planning team, we’d love to hear from you.