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- Tasks: As a Paraplanner, you'll support financial advisors by preparing reports and conducting research.
- Company: Join a dynamic and growing team that values collaboration and innovation.
- Benefits: Enjoy remote work flexibility, competitive salary, and great corporate perks.
- Why this job: This role offers a chance to make an impact while working in a supportive and engaging culture.
- Qualifications: No specific experience required; just bring your enthusiasm and willingness to learn!
- Other info: Regular office meet-ups foster team spirit and collaboration.
The predicted salary is between 28800 - 48000 £ per year.
?? Were Hiring: Paraplanner
?? Remote Working
?? 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:
?? Group Pension Scheme
??? 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!
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Paraplanner employer: Mattioli Woods
Contact Detail:
Mattioli Woods Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial regulations and compliance standards. As a Paraplanner, having up-to-date knowledge will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend webinars or local meetups to connect with current Paraplanners or financial advisors. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 3
Showcase your analytical skills by preparing case studies or examples of how you've successfully supported financial planning processes in the past. Be ready to discuss these during interviews to highlight your practical experience.
✨Tip Number 4
Research StudySmarter's values and mission. Tailor your conversations to reflect how your personal values align with ours, especially regarding remote work and collaboration, which are key aspects of this role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of a Paraplanner. Tailor your application to highlight how your skills and experiences align with what they are looking for.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your relevant experience, qualifications, and skills related to paraplanning. Use bullet points for clarity and focus on achievements that demonstrate your capabilities.
Write a Compelling Cover Letter: Your cover letter should express your enthusiasm for the role and the company. Mention specific reasons why you want to work as a Paraplanner and how you can contribute to their team. Personalise it to show you've done your research.
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 role of a Paraplanner.
How to prepare for a job interview at Mattioli Woods
✨Understand the Role
Make sure you have a clear understanding of what a Paraplanner does. Familiarise yourself with the key responsibilities and skills required for the role, as this will help you answer questions more effectively and demonstrate your suitability.
✨Showcase Your Technical Skills
As a Paraplanner, you'll need to be proficient in financial planning software and tools. Be prepared to discuss your experience with these technologies and how you've used them in previous roles to support your team and clients.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions that assess your problem-solving abilities and decision-making skills. Think of examples from your past experiences where you successfully navigated challenges or provided valuable insights.
✨Emphasise Team Collaboration
Since this role involves working closely with other team members, highlight your ability to collaborate effectively. Share examples of how you've worked in teams before, especially in remote settings, to show that you're a great fit for their culture.
