We’re Hiring: Paraplanner
Remote Working
Full-Time, Permanent | Competitive Salary + Benefits
We’re currently on the lookout for a Paraplanner join our growing team on a full-time, permanent basis. This is a remote role, meaning you’ll mainly work from home with regular time in your local office to collaborate, connect and support your team in person.
The Role
Our Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs.
You’ll work closely with Directors and Senior Consultants, assisting in the end-to-end delivery of key wealth management services. Whether it’s information gathering, planning, or creating reports—your expertise will help ensure we continue providing outstanding client service.
What You’ll Be Doing
Here’s a snapshot of what your day-to-day might look like:
* Supporting consultants with technical and investment advice across all areas of wealth management
* Preparing, reviewing, and updating proposals, letters, and reports—always keeping the client’s goals and risk profile front of mind
* Assisting with the delivery of the Group’s products and services, including cash management, tax products, and bespoke client solutions
What You’ll Bring
* Hold a Diploma in Regulated Financial Planning or Certificate in Paraplanning (other relevant qualifications also considered)
* Strong technical knowledge of financial products including pensions, investments, protection, and wider wealth management solutions
* Solid understanding of current regulations, legislation, and compliance procedures
* This is a certification function role under SMCR, so annual FIT assessments and certification renewal will be required
Why Join Us?
At Mattioli Woods, we provide tailored wealth management, investment, and pension solutions built on long-term relationships and trusted expertise.
You’ll be part of a collaborative, client-focused environment with opportunities for personal growth, career progression, and the chance to contribute to meaningful financial outcomes for our clients.
Benefits Package:
Share Incentive Plan
Group Pension Scheme
Life Assurance & Income Protection
Health Cash Plan
A choice of flexible voluntary benefits to suit your lifestyle
Access to charity fundraising and social events
Apply Now and be part of a team that values excellence, collaboration, and your future in financial services!