We’re looking for an experienced qualified Paraplannerto 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.
What you’ll 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 we’re looking for:
financial services experience specifically in a paraplanning role, with responsibility for producing suitability reports and recommendations
Level 4 Diploma in Financial Planningor higheris 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.
What’s 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
Apply today or contact us for a confidential conversation.
At Mattioli Woods, we’re more than just a leading UK provider of wealth management and employee benefits — we’re here to help you achieve your financial ambitions.
We take pride in building meaningful, long-term relationships with our clients, offering trusted advice, exceptional service, and tailored solutions that put your needs first.
Our all-embracing and integrated approach is designed to simplify financial planning, offering you clear strategies, backed by sound investment and pensions advice. We understand how important it is for you to feel confident in the guidance you receive, which is why we ensure our solutions are not only effective but delivered promptly and efficiently.
For businesses, our employee benefits solutions are designed to attract, motivate, and retain the best talent while keeping your team engaged and supported.
At Mattioli Woods, we’re committed to helping you, your business, and your people thrive every step of the way.
