Paraplanner
External
Mattioliwoods · StockportFull-timeHybrid1w ago
ComplianceDocumentation
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Responsibilities
- apply regulatory and compliance requirements when producing advice documentation
- carry out technical research and analysis to support appropriate financial planning recommendations
- gather and review client information to support financial planning advice
- prepare suitability letters, reports, and other client-facing documentation
- review pensions and investments using company tools and models
- support consultants and the wider team with technical and compliance-related tasks
Requirements
- financial services experience specifically in a paraplanning role, with responsibility for producing suitability reports and recommendations
- Level 4 Diploma in Financial Planning or higher is preferable (experienced and partly-qualified paraplanners will also be considered)
- strong attention to detail and the ability to produce clear, well-structured client documentation
- clear written communication skills and a professional, organised approach
- This is a certification function role under the Senior Managers and Certification Regime (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
💰 competitive salary (depending on experience)⏰ 34.5-hour working week🏥 health cash plan (Core Level 1)💼 5% employer/5% employee pension💖 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 in Leicester🌱 training and development opportunities🤝 a supportive, collaborative team environmentApply today or contact us for a confidential conversation.Health insurance
Additional Information
We're looking for an experienced qualified Paraplanner to join our team and support the delivery of clear, practical financial advice for our clients. This role is suited to someone with established paraplanning experience who is comfortable producing technical analysis and client reports as part of the advice process. You'll work closely with consultants and directors, using your technical knowledge, attention to detail and strong communication skills to support high-quality client outcomes.
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