Senior Paraplanner

Resource Matters Ltd; Devon and Torbay; Hybrid; GBP 50,000 - 61,000; Full time

Benefits offered by this job

Hybrid working

Pension contribution

Life assurance

Health cash plan

Wellbeing discounts

Learning & development

Career progression

Volunteer day

Cycle to work

Job summary

Resource Matters Ltd. is seeking a Senior Paraplanner for a hybrid role in the UK. You will work alongside Financial Planners and Client Executives to deliver high-quality advice and long-term financial solutions.

The role focuses on shaping client recommendations, handling complex cases, and supporting ongoing professional development within a collaborative team. Excellent benefits accompany the salary, including career progression opportunities.

Qualifications

• 3+ years paraplanning experience
• Solid understanding of financial planning processes
• Strong written and verbal communication skills

Responsibilities

• Collaborate with Financial Planners to deliver client recommendations
• Contribute to shaping client outcomes and financial strategies
• Support complex case work and ongoing professional development

Skills

Paraplanning

Financial planning

Client communication

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