Senior Paraplanner - Hybrid, shaping client outcomes

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

Benefits offered by this job

Hybrid working

Pension

Life Assurance

Income protection

Health plan

Virtual GP

Employee assistance

Family-friendly benefits

Extra annual leave

Volunteering day

Cycle to work

Gym discounts

Professional development

Job summary

Resource Matters Ltd is seeking a Senior Paraplanner to join our respected financial planning team in a hybrid role. You will work closely with Financial Planners and Client Executives to shape recommendations and support complex cases.

This is a collaborative environment that supports professional development, career progression, and ongoing learning, with a generous benefits package including pension, life assurance, health plan, and gym discounts.

Qualifications

• Experienced Paraplanner with retirement replacement.
• Influence client outcomes and financial planning strategies.
• Collaborates with Financial Planners and Client Executives.

Responsibilities

• Shaping client recommendations and contributing to complex cases.
• Helping clients achieve long-term financial goals.
• Supporting the financial planning process in a collaborative team.

Skills

Paraplanner

Job description

Resource Matters Ltd is seeking a Senior Paraplanner to join our respected financial planning team in a hybrid role. You will work closely with Financial Planners and Client Executives to shape recommendations and support complex cases.

This is a collaborative environment that supports professional development, career progression, and ongoing learning, with a generous benefits package including pension, life assurance, health plan, and gym discounts.