Senior Paraplanner — Hybrid, Shape Client Outcomes

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

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