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Form of workAre 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.
