Paraplanner

Were looking for an experienced qualified Paraplanner to join our team and support the delivery of clear, practical financial advice for our clients.

Learn more about the general tasks related to this opportunity below, as well as required skills.
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. Youll work closely with consultants and directors, using your technical knowledge, attention to detail and strong communication skills to support high-quality client outcomes.

What youll do:
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

What were looking for:
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. xwzovoh
Youll 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.

Whats in it for you:
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 environment