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For Companies At a Glance
- Tasks: Support consultants with wealth management advice and create client reports.
- Company: Join a growing team focused on delivering outstanding financial services.
- Benefits: Enjoy remote work, flexible benefits, and a supportive career progression environment.
- Why this job: Be part of a collaborative culture that values personal development and social impact.
- Qualifications: Hold a Diploma in Regulated Financial Planning or relevant qualifications.
- Other info: Participate in social and charity events while working from home.
The predicted salary is between 36000 - 60000 £ per year.
We are currently on the lookout for a Paraplanner to 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
- Supporting consultants with technical and investment advice across all areas of wealth management
- Preparing, reviewing, and updating proposals, letters, and reports, always keeping the clients' 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
What You'll Get in Return
We are committed to your personal and professional development and we don't just talk about career progression, we actively support it. On top of that, you'll get:
- Group Pension
- Life Assurance
- Income Protection
- Health Cash Plan
Our benefits are flexible too, so you can tailor them to suit your needs. Plus, there are loads of social and charity events to get involved in, so you'll be part of a company that gives back and has fun doing it.
Paraplanner in Leicester employer: Mattioli Woods
Contact Detail:
Mattioli Woods Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Leicester
✨Tip Number 1
Familiarise yourself with the latest financial regulations and compliance procedures. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with current Paraplanners or financial consultants on platforms like LinkedIn. Engaging with professionals in the industry can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss specific financial products and your experience with them during interviews. Being able to articulate your technical knowledge will set you apart from other candidates.
✨Tip Number 4
Showcase your ability to work collaboratively, especially in a remote setting. Highlight any past experiences where you've successfully supported a team or worked on joint projects to emphasise your teamwork skills.
We think you need these skills to ace Paraplanner in Leicester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and qualifications for the Paraplanner role. Emphasise your Diploma in Regulated Financial Planning or Certificate in Paraplanning, as well as your technical knowledge of financial products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of wealth management and your ability to support consultants. Mention specific skills that align with the job description, such as preparing proposals and understanding compliance procedures.
Highlight Relevant Experience: In your application, provide examples of past experiences where you successfully supported teams or delivered high-quality advice. This could include specific projects or tasks that demonstrate your expertise in financial planning.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Mattioli Woods
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate a strong understanding of financial products and regulations. Be prepared to discuss your knowledge of pensions, investments, and compliance procedures during the interview.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific client situations or challenges. Think about past experiences where you've successfully supported consultants or managed client needs, and be ready to share those examples.
✨Highlight Your Communication Skills
Since you'll be working closely with Directors and Senior Consultants, effective communication is key. Practice articulating your thoughts clearly and concisely, and be prepared to explain complex financial concepts in an understandable way.
✨Demonstrate Your Commitment to Development
The company values personal and professional growth, so express your enthusiasm for ongoing learning and development. Mention any relevant qualifications you hold and your plans for future certifications or training in the financial planning field.
