Paraplanner

JR United Kingdom; Guildford; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services company is seeking a Paraplanner to join their team. This remote role involves supporting consultants with technical and investment advice while ensuring high-quality service. Candidates must possess a relevant financial qualification and have strong knowledge of financial products and compliance. Enjoy a collaborative environment with opportunities for personal growth and a comprehensive benefits package.

Benefits

Health Cash Plan

Flexible voluntary benefits

Access to charity fundraising and social events

Qualifications

• Strong technical knowledge of financial products including pensions and investments.
• This is a certification function role under SMCR, requiring annual assessments.

Responsibilities

• Support consultants with technical and investment advice.
• Prepare, review, and update proposals, letters, and reports.
• Assist with the delivery of the Group’s products and services.

Skills

Technical knowledge of financial products

Understanding of regulations and compliance

Education

Diploma in Regulated Financial Planning

Certificate in Paraplanning

Job description

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? 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:

? 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!