Senior Paraplanner - Hybrid, Shape Client Financial Plans

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

Benefits offered by this job

Hybrid working

Generous pension

Life assurance

Health cash plan

Virtual GP

Enhanced family-friendly benefits

Additional annual leave

Volunteer day

Cycle to work

Wellbeing discounts

Professional development support

Career progression

Job summary

Resource Matters Ltd is looking for an experienced Senior Paraplanner to join a growing financial planning team in a hybrid role. You will work closely with Financial Planners and Client Executives to deliver high-quality research, reports, and informed recommendations for clients.

The role emphasizes shaping client advice, contributing to complex cases, and supporting ongoing professional development within a collaborative environment.

Qualifications

• Experience as a paraplanner delivering quality client reports and recommendations.
• Strong understanding of financial planning concepts and regulatory requirements.
• Ability to work collaboratively with Financial Planners and Client Executives.

Responsibilities

• Prepare detailed client financial plans and recommendations.
• Conduct research and gather data to inform advice.
• Assist with complex cases and contribute to client outcomes.

Skills

Paraplanning

Client communication

Financial planning

Education

Diploma in Financial Planning

Tools

MS Office

Job description

Resource Matters Ltd is looking for an experienced Senior Paraplanner to join a growing financial planning team in a hybrid role. You will work closely with Financial Planners and Client Executives to deliver high-quality research, reports, and informed recommendations for clients.

The role emphasizes shaping client advice, contributing to complex cases, and supporting ongoing professional development within a collaborative environment.