PARAPLANNER WEALTH MANAGEMENT - STAMFORD, LINCOLNSHIRE

Chattertons Solicitors & Wealth Management; Stamford; In loco; GBP 30.000 - 40.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive remuneration

Financial planning support

Descrizione del lavoro

Chattertons Solicitors & Wealth Management is looking for a Paraplanner for their Stamford office. The successful candidate will prepare Suitability Reports and manage business in Investments, Pensions, Trusts and IHT Planning. This role provides a chance to work closely with experienced professionals in a supportive team environment.

Those with a background in finance, strong analytical skills, and relevant qualifications are encouraged to apply. The role promises competitive remuneration and a dynamic work environment.

Competenze

• Strong GCSE and A-Level results.
• Relevant prior experience with Investment Bonds, Pensions, Trusts, and IHT planning.
• Driving license and access to a vehicle.

Mansioni

• Prepare Suitability Reports and process business according to firm policy.
• Maintain the case management system accurately.
• Support compliance and anti-money-laundering requirements.

Conoscenze

Interpersonal and communication skills

Analytical thinking

Proficiency in Microsoft Office

Strategic thinking

Formazione

Relevant finance, economics, or law degree (2:1 or above)

Diploma qualification (or working towards)

Strumenti

Intelligent Office

IRESS The Exchange

Cash-flow forecasting tools

Descrizione del lavoro

Paraplanner Wealth Management – Stamford, Lincolnshire

We have an exciting opportunity for a Paraplanner to join our Wealth Management Team based at the Stamford office. The role involves preparing Suitability Reports and processing new and existing business primarily dealing with Investments, Pensions, Trusts and IHT Planning, with some involvement in Equity Release and Protection.

Location, Hours & Salary

• Location: Stamford, UK
• Hours: 9am – 5:15pm Monday to Friday
• Salary: Dependent on experience

Responsibilities

• Work in the Wealth Management Support Team reporting to the Compliance Manager and Head of Support.
• Prepare Suitability Reports and process business in accordance with firm policy and FCA regulations.
• Maintain the case management system accurately.
• Support compliance and anti‑money‑laundering requirements.
• Provide administrative support to IFAs and senior staff.
• Use cash‑flow modelling tools and work on project‑based tasks as required.
• Occasionally work anti‑social hours to ensure client satisfaction.

Candidate Profile

Essential Experience

• Strong GCSE and A‑Level results.
• Relevant prior experience with Investment Bonds, Pensions, Trusts and IHT planning.
• Driving licence and access to a vehicle.

Desirable Experience

• Diploma‑qualified or currently working towards a Diploma qualification.
• 2:1 or above in a relevant finance, economics, or law degree.
• Experience in Equity Release and Protection.
• Competence in Intelligent Office, IRESS The Exchange and cash‑flow forecasting tools.

Skills, Competencies & Attributes

• Strategic thinker with hands‑on delivery capability.
• Excellent interpersonal and communication skills.
• Analytical and data‑driven decision making.
• Diplomatic, assertive and confidential.
• Proficient in Microsoft Office (Word, PowerPoint, Excel).
• Willingness to travel to all offices.
• High integrity, empathy and teamwork.

Benefits

• Competitive remuneration.
• Investments, pensions and other financial planning support.

EEO Statement

Chattertons recognises that it is essential to provide equal opportunities to all persons without discrimination. The firm has an Equality and Diversity Policy and this sets out the firm’s position on equal opportunity in all aspects of employment.

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