Senior Paraplanner

Resource Matters Ltd

Tonedale

Hybrid

GBP 50,000 - 61,000

Full time

4 days ago

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Benefits offered by this job

Hybrid working

Pension contribution

Life assurance

Income protection

Health cash plan

Virtual GP

Employee assistance programme

Family-friendly benefits

Additional annual leave

Volunteer day

Cycle to work

Gym discounts

Professional development

Career progression

Job summary

Resource Matters Ltd is seeking a Senior Paraplanner to join our expanding financial planning team on a hybrid basis. You\'ll work closely with Financial Planners to shape client recommendations and deliver robust financial plans.

The role emphasizes influencing client outcomes, senior-level paraplanning, and ongoing professional development within a collaborative environment that supports progression and qualifications.

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