Wealth Management Specialist

3 weeks ago


Leicester, Leicester, United Kingdom Mattioli Woods Full time
Job Overview

Mattioli Woods is seeking a highly skilled Paraplanner to join our team. This is a fantastic opportunity for someone looking to develop their skills and progress in their career.


Job Description

As a Paraplanner, you will work as part of a collective to assist our directors and senior consultants in providing technical wealth management support for the delivery of key products and services to clients.

Your responsibilities will include supporting our clients with information gathering and planning, through to delivery on a case-by-case basis, as well as being an additional point of contact for our clients alongside the client relationship managers.

Requirements
  • Have or working towards a Diploma in Regulated Financial Planning or a Certificate in Paraplanning (equivalent qualification will also be accepted)
  • Sound technical knowledge of the spectrum of financial products and the relevance to client requirements including pensions, protection, wider personal wealth management
What We Offer

We offer a competitive salary of around £45,000 per year, as well as access to a range of benefits including Group Pension, Life Assurance, Income Protection, Health Cash Plan.



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