Paraplanner

Mattioli Woods Limited; Stockport; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial services company is seeking an experienced qualified paraplanner to support the delivery of financial advice to clients. The role requires producing technical analysis and client reports, while working with consultants to ensure high-quality outcomes. Candidates should have financial services experience in a paraplanning role and hold a Level 4 Diploma in Financial Planning or higher. The position offers a competitive salary, 34.5-hour work week, and a hybrid working arrangement.

Benefits

Health cash plan

Pension scheme (5% employer/5% employee)

25 days holiday plus statutory days

Training and development opportunities

Qualifications

• Experience producing suitability reports and recommendations in a paraplanning role.
• Ability to produce clear, well-structured client documentation.
• Organised approach to compliance and regulations.

Responsibilities

• Apply regulatory and compliance requirements when producing advice documentation.
• Carry out technical research and analysis to support financial recommendations.
• Gather and review client information for financial planning advice.

Skills

Financial services experience in paraplanning

Attention to detail

Strong written communication skills

Education

Level 4 Diploma in Financial Planning or higher

Job description

Paraplanner page is loaded## Paraplannerlocations: Stockport: Hybridtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R3469We’re 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’ll 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’ll 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’re 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 approachThis is a certification function role under the Senior Managers and Certification Regime (SMCR), so annual FIT assessments and certification renewal will be required.At Mattioli Woods, we provide tailored wealth management, investment, and pension solutions built on long-term relationships and trusted expertise.You’ll 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 environmentApply today or contact us for a confidential conversation.### Introduce YourselfIntroduce yourself to our recruiters and we will get in touch if there is a role that seems like a good match.We know that finding the right role can be overwhelming. As a result, we want all candidates – from entry-level to leadership – to experience a fair and transparent recruitment process.Our selection process is an important part of our culture. We have therefore broken it down, mapping out the process your application may follow.