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