Senior Paraplanner

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

Benefits offered by this job

Hybrid working

Pension

Life Assurance

Income protection

Health plan

Virtual GP

Employee assistance

Family-friendly benefits

Extra annual leave

Volunteering day

Cycle to work

Gym discounts

Professional development

Job summary

Resource Matters Ltd is seeking a Senior Paraplanner to join our respected financial planning team in a hybrid role. You will work closely with Financial Planners and Client Executives to shape recommendations and support complex cases.

This is a collaborative environment that supports professional development, career progression, and ongoing learning, with a generous benefits package including pension, life assurance, health plan, and gym discounts.

Qualifications

• Experienced Paraplanner with retirement replacement.
• Influence client outcomes and financial planning strategies.
• Collaborates with Financial Planners and Client Executives.

Responsibilities

• Shaping client recommendations and contributing to complex cases.
• Helping clients achieve long-term financial goals.
• Supporting the financial planning process in a collaborative team.

Skills

Paraplanner

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