Paraplanner

Description:

We’re looking for experienced Paraplanners to join our growing team. This is a fully remote role, with regular time in your local office to collaborate and support your colleagues in person.
What you’ll be doing as Paraplanner:
* support consultants and senior teams with technical and investment advice across pensions, investments, protection, and wealth management
* prepare, review, and update proposals, letters, and client reports
* assist with delivery of the Group’s products and services, including cash management, tax products, and bespoke client solutions
* ensure all work complies with regulatory requirements and internal procedures
What we’re looking for from our Paraplanners:
* a Diploma in Regulated Financial Planning, Certificate in Paraplanning, or equivalent
* strong technical knowledge across pensions, investments, protection, and wider wealth management solutions
* understanding of current regulations, legislation, and compliance procedures
* certification function under SMCR, with annual FIT assessments and certification renewal required
* excellent attention to detail, organisational skills, and ability to work independently and collaboratively
Why join us?
At Mattioli Woods, you’ll work in a supportive, client-focused environment, contributing to meaningful financial outcomes. We offer opportunities for personal growth, career progression, and the chance to be part of a high-performing, collaborative team.
Perks and benefits
???? competitive salary (depending on experience)
⏰ 34.5-hour working week
???? health cash plan (Core Level 1)
???? Benenden Healthcare (company-funded; includes 24/7 GP access, mental health support, physiotherapy, medical diagnostics, and access to selected surgical treatments)
???? 5% Employer and 5% Employee minimum Group Pension contribution (if you choose to contribute 6%, we will match this)
❤️ 4x salary life assurance and group income protection
???? 25 days' holiday plus statutory (increasing with service)
???? hybrid working – a blend of home and office time
???? training and development opportunities
???? a supportive, collaborative team environment
Interested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services