Senior Paraplanner

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

Benefits offered by this job

Salary up to £55,000

Generous pension contribution

Life assurance and income protection

Health cash plan

Virtual GP services

Employee assistance programme

Enhanced family-friendly benefits

Option to purchase additional annual/2

Job summary

Resource Matters Ltd is seeking a Senior Paraplanner for a hybrid role in Taunton. You will support Financial Planners and Client Executives, shaping recommendations and tackling complex cases to help clients achieve their financial goals.

You'll join a collaborative team that values professional development, ongoing learning, and clear career progression, with a benefits package including pension, health plan, and life assurance.

Qualifications

• Experience as a Paraplanner in financial planning.

Responsibilities

• Support Financial Planners and Client Executives to deliver recommendations and client outcomes.
• Contribute to complex cases and long-term financial solutions.

Skills

Paraplanning

Financial planning 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