We’re looking for experienced Paraplanners to join our growing team. This is primarily a remote role, with regular time in your local office to collaborate and support your colleagues in person.
What you’ll be doing:
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:
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)
💼 5% employer/5% employee pension
💖 4x salary life assurance and group income protection
🎉 25 days’ holiday plus statutory (increasing with service)
🏠 remote working - with regular time in your local office
🌱 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!
Top Skills
What We Do
Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery.
We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.
