At a Glance
- Tasks: Support financial advice delivery through technical analysis and client report preparation.
- Company: Join Mattioli Woods, a leader in tailored wealth management and pension solutions.
- Benefits: Enjoy a competitive salary, hybrid working, and generous holiday allowance.
- Other info: Opportunities for personal growth and career progression await you.
- Why this job: Make a real impact on clients' financial futures in a collaborative environment.
- Qualifications: Experience in paraplanning with strong attention to detail and communication skills.
The predicted salary is between 35000 - 45000 € per year.
We are looking for an experienced qualified Paraplanner to 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 will 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 will 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 are looking for:
- Financial services experience specifically in a paraplanning role, with responsibility for producing suitability reports and recommendations
- Level 4 Diploma in Financial Planning or higher is 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 will 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
Paraplanner (Pensions Management) in Stockport employer: Mattioli Woods
Mattioli Woods is an exceptional employer that fosters a collaborative and client-focused work culture, providing tailored wealth management and pension solutions. With a commitment to employee growth, we offer competitive salaries, a 34.5-hour working week, and extensive training opportunities, all within a supportive team environment in Leicester. Join us to make a meaningful impact on clients' financial outcomes while enjoying the benefits of hybrid working and generous holiday allowances.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner (Pensions Management) in Stockport
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who are already working as paraplanners. They might have insider info on job openings or even refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and compliance regulations. We want you to showcase your expertise in producing suitability reports and client documentation, so practice explaining your thought process clearly and confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills and experience. Plus, it gives us a chance to see your application in the best light possible.
We think you need these skills to ace Paraplanner (Pensions Management) in Stockport
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your paraplanning experience. We want to see how your skills align with the role, so don’t be shy about showcasing your technical analysis and client report writing abilities!
Show Off Your Attention to Detail:In this role, attention to detail is key! When you’re preparing your application, double-check for any typos or formatting issues. A well-structured application reflects your ability to produce clear client documentation, which is exactly what we’re looking for.
Communicate Clearly:Your written communication skills are crucial for this position. Use straightforward language in your application and avoid jargon unless it’s relevant. We appreciate clarity and professionalism, so let your personality shine through while keeping it professional!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you’ll find all the details you need about the position and our company there!
How to prepare for a job interview at Mattioli Woods
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to pensions and financial planning. Be prepared to discuss specific regulations and compliance requirements, as well as how you've applied them in your previous roles.
✨Showcase Your Attention to Detail
Since this role requires producing clear and well-structured client documentation, bring examples of your past work. Highlight how your attention to detail has positively impacted client outcomes or streamlined processes.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. During the interview, focus on demonstrating your written communication skills by explaining complex concepts in a straightforward manner.
✨Be a Team Player
Emphasise your collaborative spirit. Share experiences where you've supported consultants or worked within a team to achieve high-quality client outcomes. This will show that you're not just about individual success but also about contributing to the team's goals.
