Ref
18475
Business area
Financial Planning
Location
Staverton
Employment type
Full-time
Description

Are you an experienced paraplanner looking for a rewarding opportunity? Join our dynamic Financial Planning team at Hazlewoods! As a Senior Technical Paraplanner, you’ll play a crucial role in supporting our financial advisers and ensuring exceptional service for our clients.

Responsibilities include:

  • Prepare Recommendations and Reports: Craft well-researched financial planning reports and recommendations for our diverse client base.
  • Monthly Valuations: Create and maintain monthly valuations to track investment performance.
  • Technical Expertise: Utilise your expertise in financial products, regulations, and compliance to provide accurate and insightful support.

Benefits:

  • 25 Days Holiday: Enjoy a generous holiday allowance, with the option to purchase additional days.
  • Annual Salary Review: We value your contributions and ensure competitive compensation.
  • Hybrid Working: Balance office and remote work for flexibility and convenience.
  • Profit-Share Scheme: Share in our success through our profit-sharing program.
  • Direct Application Bonus: Receive a bonus for referring successful candidates.
  • Health and Wellbeing Support: We prioritize your well-being with comprehensive health benefits.

About Hazlewoods: At Hazlewoods, you’ll find a supportive environment, a rewarding career, and the work-life balance you deserve. Join us in making a difference for our clients and growing together as a team.