Senior Paraplanner — Hybrid, Shape Financial Plans

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

Benefits offered by this job

Hybrid working

Generous pension

Life assurance

Income protection

Health cash plan

Virtual GP services

Family-friendly benefits

Additional annual leave

Volunteer day

Cycle to work scheme

Gym and 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 on a hybrid basis. You will work closely with Financial Planners and Client Executives to deliver high-quality recommendations and long-term financial solutions.

This role is more than traditional paraplanning, offering influence on client outcomes, ongoing professional development, and clear career progression within a collaborative environment.

Qualifications

• Experienced paraplanner, influence client outcomes and financial planning strategies.
• Join a growing financial planning team with Financial Planners and Client Executives.
• Professional development and clear career progression in a collaborative environment.

Responsibilities

• Deliver high-quality advice and long-term financial solutions.
• Shape client recommendations and contribute to complex cases.
• Assist in ongoing client goal attainment.

Skills

Paraplanning

Financial planning

Client outcomes

Stakeholder collaboration

Job description

Resource Matters Ltd in the United Kingdom is seeking a Senior Paraplanner to join a growing financial planning team on a hybrid basis. You will work closely with Financial Planners and Client Executives to deliver high-quality recommendations and long-term financial solutions.

This role is more than traditional paraplanning, offering influence on client outcomes, ongoing professional development, and clear career progression within a collaborative environment.