Paraplanner

JR United Kingdom; Leicester; Remote; GBP 35,000 - 45,000; Full time

Job summary

A leading financial services company is seeking a knowledgeable Paraplanner for a remote role in Leicester. You will support consultants in delivering high-quality wealth management services, including financial products and compliance procedures. The ideal candidate holds relevant financial diplomas and has strong technical expertise. Join a collaborative team with opportunities for career progression and a competitive benefits package.

Benefits

Life Assurance & Income Protection

Health Cash Plan

Flexible voluntary benefits

Qualifications

• Hold a Diploma in Regulated Financial Planning or Certificate in Paraplanning.
• Technical knowledge of pensions, investments, and protection products.
• Understanding of current regulations and compliance procedures.

Responsibilities

• Support consultants with technical and investment advice across wealth management.
• Prepare, review, and update proposals, letters, and reports.
• Assist with delivery of cash management, tax products, and client solutions.

Skills

Technical and investment advice expertise

Strong knowledge of financial products

Solid understanding of regulations

Education

Diploma in Regulated Financial Planning

Certificate in Paraplanning

Job description

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?? Full-Time, Permanent | Competitive Salary + Benefits

Were currently on the lookout for a Paraplanner join our growing team on a full-time, permanent basis. This is a remote role, meaning youll 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.

Youll work closely with Directors and Senior Consultants, assisting in the end-to-end delivery of key wealth management services. Whether its information gathering, planning, or creating reportsyour expertise will help ensure we continue providing outstanding client service.

?? What Youll Be Doing

Heres 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 reportsalways keeping the clients goals and risk profile front of mind
• Assisting with the delivery of the Groups products and services, including cash management, tax products, and bespoke client solutions

?? What Youll 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.

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.

Benefits Package:

??? 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!