Senior Financial Planner

4 days ago


Leicester, Leicester, United Kingdom Mattioli Woods Full time

We are recruiting for a Senior Financial Planner to join our team on a full-time, permanent basis.

About the Role:

The successful applicant will be expected to work from home with a requirement to work from a local office on a regular basis.

Mattoli Woods is seeking an experienced Paraplanner to contribute to group-wide requirements by supporting primarily our consultants along with other teams when required.

Key Responsibilities:
  • Supporting consultants in preparing and reviewing financial plans
  • Liaising with clients to gather information and provide updates on their financial plans

The ideal candidate will have excellent communication and organizational skills, with the ability to work independently and as part of a team.

The salary for this role is estimated to be around £40,000 - £60,000 per annum, depending on experience.



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