Senior Paraplanner

Posted 3 hours 9 minutes ago by Resource Matters Ltd

£55,000 Annual
Permanent
Not Specified
Other
Somerset, Taunton, United Kingdom, TA1 1
Job Description

Senior Paraplanner, Hybrid Working, Salary To £55,000 + Excellent Benefits

Due to a retirement our client is looking for an experienced Paraplanner looking for a role where your expertise will genuinely influence client outcomes and financial planning strategies?

This is an exciting opportunity to join a highly regarded and growing financial planning team where you'll work closely with Financial Planners and Client Executives to deliver exceptional advice and long-term financial solutions. More than a traditional paraplanning position, you'll play a key role in shaping client recommendations, contributing to complex cases, and helping clients achieve their financial goals.

You'll be part of a collaborative and supportive environment that encourages professional development, career progression, and continued learning.

The benefits:

  • Salary up to £55,000
  • Hybrid working pattern
  • Generous pension contribution
  • Life assurance and income protection
  • Health cash plan
  • Virtual GP services and employee assistance programme
  • Enhanced family-friendly benefits
  • Option to purchase additional annual leave
  • Paid volunteering day
  • Cycle to work scheme
  • Gym and wellbeing discounts
  • Ongoing professional development and support towards further qualifications
  • Clear career progression opportunities

If you are looking for a rewarding role with a lovely working environment, flexibility, and the chance to make a real impact on clients' financial futures, please let us know.