Financial advisory support occupations Work, Jobs in Shipston On Stour, War (with Salaries)

Senior Technical Paraplanner
Hazlewoods —Cheltenham
- £45,000 - £52,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Annual leave
Quick apply
Experienced IFA Administrator
Cheltenham IFA Ltd —Cheltenham
- £27,500 - £32,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Profit sharing
- Life insurance
Quick apply
Client Support Executive
Benchmark Capital —Stratford-upon-Avon
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
4d
Financial Planning Administrator - 12-month FTC
Attivo Group —Cheltenham
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Senior Client Services Administrator
Attivo Group —Cheltenham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Work from home
Quick apply
1d
Paraplanner
Derek Mills Wealth Consultancy —Solihull
- £30,000 - £36,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
- Referral programme
Quick apply
9d
Senior Paraplanner
RGH‑Global Limited —Coventry
- £40,000 - £45,000 a year
- Part-time
- Mentoring
- Communication skills
- Employee assistance programme
13d
Paraplanner
Morris Jane Associates —Cheltenham
- £55,000 a year
Senior Administrator
Derek Mills Wealth Consultancy —Solihull
- £28,000 - £32,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Referral programme
Quick apply
9d
Apprentice Private Client Administrator
Countrywide Tax & Trust Cooperation —Leamington Spa
- From £9 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
13d

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Experienced IFA Administrator
Cheltenham IFA Ltd —Cheltenham
At least 2 years’ experience in a financial planning, wealth management or IFA administration role. Responding to client and provider enquiries by telephone and…
£27,500 - £32,000 a year
Quick apply
Senior IFA Administrator
RGH‑Global Limited —Coventry
Strong understanding of financial planning products, processes, and compliance requirements. Minimum of 3 years experience within an independent financial…
£26,000 - £34,000 a year
13d

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financial advisory support occupations jobs near shipston on stour, war

Senior Technical Paraplanner

Hazlewoods -
Cheltenham

Quick apply

Job details

Full-time
£45,000 - £52,000 a year

Benefits

Annual leave
Discounted gym membership
Enhanced maternity leave
Enhanced paternity leave
On-site parking

Qualifications

Financial planning
Financial services
Communication skills

Full job description

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.

#HP

Ability to commute/relocate:

Cheltenham GL51 0UX: reliably commute or plan to relocate before starting work (required)

Application question(s):

Do you have a Full Diploma in Financial Planning?

Experience:

Paraplanning: 4 years (required)

Work authorisation:

United Kingdom (required)

Work Location: Hybrid remote in Cheltenham GL51 0UX

Quick apply

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financial advisory support occupations jobs in shipston on stour, war

Senior Technical Paraplanner

Experienced IFA Administrator

Client Support Executive

Financial Planning Administrator - 12-month FTC

Senior Client Services Administrator

Paraplanner

Senior Paraplanner

Paraplanner

Senior Administrator

Apprentice Private Client Administrator

Senior IFA Administrator

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