Senior Paraplanner

Resource Matters Ltd; Noss Mayo; Hybrid; GBP 50,000 - 61,000; 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

Enhanced family-friendly benefits

Additional annual leave

Volunteer day

Cycle to work

Wellbeing discounts

Professional development

Career progression

Job summary

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

Join a growing team that supports professional development and career progression while delivering high-quality recommendations and long-term financial solutions.

Qualifications

• Experienced paraplanner with strong knowledge of financial planning processes.
• Ability to prepare and quality-check client reports and recommendations.
• Strong attention to detail and accuracy in document preparation.

Responsibilities

• Prepare client-fact finders and research to support recommendations.
• Collaborate with Financial Planners and Client Executives to shape client outcomes.
• Contribute to complex cases and long-term financial solutions for clients.
• Engage in ongoing professional development and learning.

Skills

Paraplanning experience

Financial planning knowledge

Client-focused advisory support

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