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- Tasks: Support consultants with wealth management advice and prepare client proposals and reports.
- Company: Join Mattioli Woods, a leader in tailored wealth management and investment solutions.
- Benefits: Enjoy remote work, a pension scheme, life assurance, health cash plan, and flexible benefits.
- Why this job: Be part of a collaborative team focused on personal growth and meaningful client outcomes.
- Qualifications: Hold a Diploma in Regulated Financial Planning or relevant qualifications; strong financial product knowledge required.
- Other info: This role requires annual certification renewal under SMCR regulations.
The predicted salary is between 36000 - 60000 £ 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!
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 trends and regulations in wealth management. This will not only help you during interviews but also demonstrate your commitment to staying updated in a rapidly changing industry.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work as Paraplanners or in similar roles. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've supported consultants or teams in previous roles. Highlighting your experience with technical and investment advice will set you apart from other candidates.
✨Tip Number 4
Showcase your soft skills, such as communication and teamwork, during any interactions with us. As a Paraplanner, you'll need to collaborate closely with others, so demonstrating these abilities is crucial.
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, particularly your Diploma in Regulated Financial Planning or Certificate in Paraplanning. Emphasise your technical knowledge of financial products and any previous roles that align with the responsibilities of a Paraplanner.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the role. Mention specific skills that make you a great fit, such as your ability to support consultants and your familiarity with compliance procedures.
Showcase Relevant Experience: In your application, provide examples of how you've successfully supported teams in previous roles. Highlight any experience with preparing proposals, letters, and reports, and how you kept client goals at the forefront of your work.
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 services industry.
How to prepare for a job interview at Mattioli Woods
✨Know Your Financial Products
Make sure you have a solid understanding of financial products like pensions, investments, and protection. Be prepared to discuss how these products can meet client needs and align with their goals.
✨Demonstrate Technical Knowledge
Showcase your technical expertise during the interview. Be ready to explain current regulations and compliance procedures, as this role requires a strong grasp of the legal landscape in wealth management.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about past experiences where you've successfully supported consultants or managed client expectations, and be ready to share those examples.
✨Highlight Collaboration Skills
Since this role involves working closely with Directors and Senior Consultants, emphasise your ability to collaborate effectively. Share examples of how you've worked in teams to achieve common goals and deliver outstanding client service.
