Senior Paraplanner - Hybrid, Shape Client Outcomes

Resource Matters Ltd; Taunton; Hybrid; GBP 50,000 - 61,000; Full time

Benefits offered by this job

Salary up to £55,000

Generous pension contribution

Life assurance and income protection

Health cash plan

Virtual GP services

Employee assistance programme

Enhanced family-friendly benefits

Option to purchase additional annual/2

Job summary

Resource Matters Ltd is seeking a Senior Paraplanner for a hybrid role in Taunton. You will support Financial Planners and Client Executives, shaping recommendations and tackling complex cases to help clients achieve their financial goals.

You'll join a collaborative team that values professional development, ongoing learning, and clear career progression, with a benefits package including pension, health plan, and life assurance.

Qualifications

• Experience as a Paraplanner in financial planning.

Responsibilities

• Support Financial Planners and Client Executives to deliver recommendations and client outcomes.
• Contribute to complex cases and long-term financial solutions.

Skills

Paraplanning

Financial planning support

Job description

Resource Matters Ltd is seeking a Senior Paraplanner for a hybrid role in Taunton. You will support Financial Planners and Client Executives, shaping recommendations and tackling complex cases to help clients achieve their financial goals.

You'll join a collaborative team that values professional development, ongoing learning, and clear career progression, with a benefits package including pension, health plan, and life assurance.