Senior Paraplanner

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

Benefits offered by this job

Hybrid working

Pension contribution

Life assurance

Income protection

Health cash plan

Virtual GP

Employee assistance

Family-friendly benefits

Extra annual leave

Volunteer day

Cycle to work

Wellbeing discounts

Professional development

Career progression

Job summary

Resource Matters Ltd. is recruiting a Senior Paraplanner to join our growing financial planning team in a hybrid working environment. You will support Financial Planners and Client Executives to deliver high-quality advice and complex recommendations that shape client outcomes.

This role offers real influence on strategy, ongoing professional development, and clear career progression within a collaborative, supportive culture. Salary up to £55,000 with excellent benefits and pension.

Qualifications

• Experienced Paraplanner with track record in financial planning.
• Ability to influence client outcomes and strategies.
• Experience delivering complex financial planning recommendations.
• Willingness to develop professionally within a collaborative team.

Responsibilities

• Support Financial Planners and Client Executives to deliver advice.
• Contribute to complex cases and client recommendations.
• Shape client recommendations and financial planning strategies.
• Collaborate in a supportive environment with development opportunities.

Skills

Paraplanner

Financial planning

Client outcomes

Team collaboration

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