Senior Paraplanner

Resource Matters Ltd; Bridgwater; Hybrid; GBP 33,000 - 55,000; Full time

Benefits offered by this job

Hybrid working pattern

Salary up to £55,000

Generous pension contribution

Life assurance

Income protection

Health cash plan

Virtual GP services

Employee assistance programme

Enhanced family-friendly benefits

Additional annual leave option

Volunteer day

Cycle to work scheme

Gym and wellbeing discounts

Professional development support

Clear career progression opportunities

Job summary

Resource Matters Ltd in Bridgwater, United Kingdom, is seeking an experienced Senior Paraplanner for a hybrid role that blends office and home working to support our financial planning team. You will work alongside Financial Planners and Client Executives, shaping client recommendations, handling complex cases, and helping clients achieve their goals, with a focus on accuracy and compliance.

We offer a salary to £55,000, a generous benefits package including pension, life cover, health plans,

Responsibilities

• Collaborate with Financial Planners to deliver client recommendations
• Manage and contribute to complex cases with accuracy and compliance
• Support clients to achieve their financial goals through thorough paraplanning

Job description

Senior Paraplanner, Hybrid Working, Salary To £55,000 + Excellent Benefits

Due to a retirement our client is looking for an experienced Paraplanner looking for a role where your expertise will genuinely influence client outcomes and financial planning strategies?

This is an exciting opportunity to join a highly regarded and growing financial planning team where you'll work closely with Financial Planners and Client Executives to deliver exceptional advice and long-term financial solutions. More than a traditional paraplanning position, you'll play a key role in shaping client recommendations, contributing to complex cases, and helping clients achieve their financial goals.

You’ll be part of a collaborative and supportive environment that encourages professional development, career progression, and continued learning.

The benefits

• Salary up to £55,000
• Hybrid working pattern
• Generous pension contribution
• Life assurance and income protection
• Health cash plan
• Virtual GP services and employee assistance programme
• Enhanced family-friendly benefits
• Option to purchase additional annual leave
• Paid volunteering day
• Cycle to work scheme
• Gym and wellbeing discounts
• Ongoing professional development and support towards further qualifications
• Clear career progression opportunities