Financial planner Work, Jobs in Yatton, Hef (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
RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Cheltenham
- Full-time
- Business development
- Communication skills
- Banking

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RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Cheltenham
Build Lasting Partnerships: Cultivate deep relationships with high-net-worth individuals and families, understanding their unique financial and personal goals…

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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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Senior Technical Paraplanner

RBC Brewin Dolphin - Wealth Manager - West of England

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