Paraplanner

Chattertons Solicitors & Wealth Management; Stamford; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Generous holiday entitlements

Staff discount on legal and wealth mgm

Income protection

Life Assurance at 3 x salary

Salary Exchange Pension Scheme option

Employee Assistance Programme

Job summary

Chattertons Solicitors & Wealth Management in Stamford, Lincolnshire, is seeking an experienced Paraplanner to join our Wealth Management team. The role will focus on writing client reports and processing new and existing business accurately and efficiently, with a view to progressing towards or holding a Diploma qualification.

You will be part of a supportive firm with a strong tradition, offering generous holiday entitlements and a range of benefits.

Qualifications

• Paraplanner experience or working towards qualification.
• Excellent communication and client service orientation.
• Ability to write clear, compliant reports.

Responsibilities

• Write client reports and financial plans for new and existing business.
• Process new business and ongoing paperwork accurately and timely.

Skills

Paraplanner

Excellent communication

High service standards

Financial services interest

Education

Diploma qualification

Job description

We have an exciting opportunity for an experienced Paraplanner to join our highly regarded Wealth Management team. The role will be primarily based at our Stamford office, with occasional travel to our other office locations.

The successful candidate will have the drive and determination to write reports and process new and existing business accurately and efficiently. The candidate will be working towards, or already hold, the Diploma qualification. A strong interest in financial services, excellent communication skills, and high service standards is essential.

To review the full job description please use the link - Paraplanner - Stamford, Lincolnshire - Chattertons Solicitors

Chattertons Solicitors & Wealth Management is a leading "Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the East Midlands. Established in 1856, we are one of the oldest law firms in the UK.

We have a number of benefits at Chattertons including;

• Generous holiday entitlements
• Staff discount on legal and wealth management fees
• Income protection
• Life Assurance at 3 x salary
• Salary Exchange Pension Scheme option
• Employee Assistance Programme

Chattertons recognises that it is essential to provide equal opportunities to all persons without discrimination. The Company has an Equal Opportunities Policy and this sets out the Company’s position on equal opportunity in all aspects of employment. This is available upon request. Please refer to our privacy policy at https://www.chattertons.com/site/about/privacypolicy/ for information regarding how your personal data is processed.