Paraplanner at Mattioli Woods

We’re looking for experienced Paraplanners to join our growing team. This is a fully remote role, with regular time in your local office to collaborate and support your colleagues in person.

What you’ll be doing as Paraplanner:

• support consultants and senior teams with technical and investment advice across pensions, investments, protection, and wealth management
• prepare, review, and update proposals, letters, and client reports
• assist with delivery of the Group’s products and services, including cash management, tax products, and bespoke client solutions
• ensure all work complies with regulatory requirements and internal procedures

What we’re looking for from our Paraplanners:

• a Diploma in Regulated Financial Planning, Certificate in Paraplanning, or equivalent
• strong technical knowledge across pensions, investments, protection, and wider wealth management solutions
• understanding of current regulations, legislation, and compliance procedures
• certification function under SMCR, with annual FIT assessments and certification renewal required
• excellent attention to detail, organisational skills, and ability to work independently and collaboratively

Why join us?

At Mattioli Woods, you’ll work in a supportive, client-focused environment, contributing to meaningful financial outcomes. We offer opportunities for personal growth, career progression, and the chance to be part of a high-performing, collaborative team.

Perks and benefits

💰 competitive salary (depending on experience)

⏰ 34.5-hour working week

 🏥 health cash plan (Core Level 1)

 🚑 Benenden Healthcare (company-funded; includes 24/7 GP access, mental health support, physiotherapy, medical diagnostics, and access to selected surgical treatments)

 👜 5% Employer and 5% Employee minimum Group Pension contribution (if you choose to contribute 6%, we will match this)

 ❤️ 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

 🏆 training and development opportunities

🤝 a supportive, collaborative team environment

Interested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!