Senior Paraplanner

Resource Matters Ltd; Chard Town; Hybrid; GBP 50,000 - 61,000; Full time

Benefits offered by this job

Hybrid working pattern

Salary up to £55,000

Generous pension

Life assurance

Income protection

Health cash plan

Virtual GP services

Employee assistance programme

Additional annual leave

Volunteer day

Cycle to work

Wellbeing discounts

Professional development support

Career progression opportunities

Job summary

Resource Matters Ltd is seeking a Senior Paraplanner for a hybrid role with a salary up to £55,000 plus excellent benefits. You will work with Financial Planners and Client Executives to shape client recommendations and financial planning strategies.

This position offers a collaborative environment, professional development, and progression opportunities to support long-term client outcomes and financial goals.

Qualifications

• Experienced Paraplanner with solid technical knowledge in paraplanning.
• Proven ability to influence client outcomes and financial planning strategies.
• Experience supporting Financial Planners and Client Executives.

Responsibilities

• Support Financial Planners and Client Executives to deliver advice.
• Assist with complex cases and tailored client recommendations.
• Contribute to research, data gathering and report prep.

Skills

Paraplanning

Client-facing experience

Financial planning

Team collaboration

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