Senior Paraplanner

Resource Matters Ltd; Weston-super-Mare; Hybrid; GBP 33,000 - 55,000; Full time

Benefits offered by this job

Hybrid working

Pension scheme

Life assurance

Income protection

Health cash plan

Virtual GP

EAP program

Family-friendly benefits

Extra annual leave

Volunteer day

Cycle to work

Wellbeing discounts

Professional development

Career progression

Job summary

Resource Matters Ltd in the United Kingdom is seeking a Senior Paraplanner to join a growing financial planning team. You will work closely with Financial Planners and Client Executives to shape recommendations and tackle complex cases, influencing client outcomes and strategies.

The role offers hybrid working, ongoing professional development, generous benefits and clear progression opportunities, with a salary up to £55,000 and a supportive environment emphasising career growth.

Qualifications

• Experience as a paraplanner within a financial planning environment.
• Ability to influence client outcomes through robust technical work.

Responsibilities

• Collaborate with Financial Planners and Client Executives to deliver advice.
• Contribute to complex cases and shaping client recommendations.

Skills

Paraplanning

Financial Planning

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