Senior Paraplanner

Resource Matters Ltd; Torquay; Hybrid; GBP 33,000 - 55,000; Full time

Benefits offered by this job

Salary up to £55,000

Hybrid working pattern

Generous pension contribution

Life assurance

Income protection

Health cash plan

Private GP services

Employee assistance programme

Enhanced family-friendly benefits

Annual leave expansion

Volunteer day

Cycle to work

Gym and wellbeing discounts

Professional development support

Career progression opportunities

Job summary

Resource Matters Ltd in Torquay, England, invites a Senior Paraplanner to join a growing financial planning team in a hybrid role. You will work alongside Financial Planners and Client Executives to shape recommendations, prepare paraplanning deliverables, and contribute to sophisticated client solutions.

This position offers a supportive environment with clear career progression, ongoing professional development, and a benefits package including a generous pension, private health options, life

Qualifications

• Experienced Paraplanner with strong technical knowledge in financial planning and suitability reports.
• Ability to influence client outcomes through detailed analysis and recommendations.
• Collaborative team member supporting Financial Planners and Client Executives.

Responsibilities

• Prepare and maintain paraplanning deliverables for client plans.
• Contribute to complex cases and financial strategies with quality documentation.
• Support ongoing professional development and career progression within the team.

Skills

Paraplanning

Financial planning

Client advisory

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