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 40000 - 50000 € 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
Pension Paraplanner 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 competitive salary, a 34.5-hour working week, and generous benefits including a health cash plan and hybrid working options in Leicester, employees enjoy a supportive environment that prioritises personal growth and career progression. Join us to make a meaningful impact on clients' financial outcomes while developing your skills in a dynamic team.
StudySmarter Expert Advice🤫
We think this is how you could land Pension Paraplanner in Stockport
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your technical analysis skills and attention to detail. We want to see how you can produce clear, practical advice documentation that impresses clients and consultants alike.
✨Prepare for the Interview
Do your homework on the company and the role. Be ready to discuss how your experience aligns with their needs, especially around compliance and suitability reports. We love candidates who come prepared and can demonstrate their knowledge of the industry.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate individuals who want to contribute to meaningful financial outcomes for our clients.
We think you need these skills to ace Pension Paraplanner 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. Clear, well-structured documentation is what we’re after, so let that shine through in your written application.
Communicate Clearly:Your written communication skills are crucial for this position. Use straightforward language and a professional tone in your application. We want to see that you can convey complex information clearly and effectively, just like you would in client-facing documentation.
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, it gives you a chance to explore more about our company culture and values!
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 and the advice process.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. You might be asked to explain complex financial concepts, so being able to communicate these effectively will demonstrate your suitability for the role.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to paraplanning and client relationships. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
