Paraplanner Wealth Management - Stamford, Lincolnshire

Chattertons Group; Stamford; On-site; GBP 32,000 - 46,000; Full time

Job summary

Chattertons’ Stamford office seeks a Paraplanner to join the Wealth Management Team. You will write Suitability Reports and process new and existing business, mainly Investments, Pensions, Trusts and IHT planning, with some Equity Release and Protection work.

The role requires a Diploma qualification or progress toward it, with strong communication and analytical skills and a client‑first approach. Flexible to travel between offices and strong MS Office proficiency are expected.

Qualifications

• GCSE and A-Level results.
• Knowledge of Investment Bonds, Pensions, Trusts, and IHT planning.
• Driving Licence and access to a vehicle.
• Diploma qualification in progress.
• 2:1 degree in finance/economics/law advantageous.
• Equity Release and Protection experience.
• Proficiency with Intelligent Office, IRESS The Exchange, and cash-flow forecasting tools.

Responsibilities

• Prepare Suitability Reports and process new and existing business.
• Use the firm’s case management system and keep it up to date.
• Ensure business is conducted compliantly and efficiently.
• Liaise with product providers, clients and industry professionals.
• Prepare annual client reviews.
• Support senior staff with administrative duties.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Data-driven decisions

Team player

Education

Diploma qualification in progress

2:1 degree advantageous

Tools

Intelligent Office

IRESS The Exchange

Cash-flow forecasting tools

Microsoft Office

Excel

Job description

Paraplanner Wealth Management - Stamford, Lincolnshire

We have an exciting opportunity for a Paraplanner to join our Wealth Management Team based at our Stamford office. We are looking for someone who can write Suitability Reports and process new and existing business, primarily dealing with Investments, Pensions, Trusts and IHT Planning, with some involvement in Equity Release and Protection business.

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.

Location:Stamford, UK
Hours:9am – 5.15pm Monday to Friday
Salary:Dependent on experience

• To work in our Wealth Management Support Team reporting to our Compliance Manager and Head of Support.
• To prepare Suitability Reports and process new and existing business in accordance with the Firm's policies and procedures, using the appropriate templates.
• To use the Firm's case management system and ensure it is kept up to date.
• To ensure business is conducted compliantly and efficiently.
• To ensure work complies with the Firms policies, FCA regulations and best practice.
• To always put the interests of the client first.
• To promote the good name of the Firm and profession.
• To support the IFA's and senior members of staff as necessary with administrative duties.
• To use cash flow modelling tools where appropriate.
• To liaise with product providers, clients and industry professionals as required.
• To prepare annual client reviews.as required.
• To undertake work of a project-based nature as and when required to do so.
• To co-operate fully with the firm’s Compliance Manager and Money Laundering Reporting Officer.
• To be prepared to work anti-social hours when this is necessary to ensure client satisfaction.

Candidate Profile

• Achieved strong GCSE and A‑Level results.
• Brings relevant prior experience with strong knowledge of Investment Bonds, Pensions, Trusts, and IHT planning.
• Driving Licence and access to a vehicle.
• Diploma‑qualified or currently working towards a Diploma qualification.
• A 2:1 or above in a relevant finance, economics, or law degree is advantageous.
• Equity Release and Protection experience.
• Competent in using Intelligent Office, IRESS The Exchange, and cash‑flow forecasting tools.
• Strategic thinker with hands‑on delivery capability.
• Excellent interpersonal skills with ability to quickly establish and maintain good working relationships at all levels.
• Excellent communication skills both written and verbal.
• Strong analytical and data‑driven decision‑making capability.
• Able to work with diplomacy and assertiveness.
• High degree of competency in using Microsoft Office (Word, PowerPoint, Excel
• Discrete with the ability to maintain high levels of confidentiality.
• Flexible and willing/able to travel to all offices
• Proactive and positive attitude.
• Reacts well under pressure and is able to work to deadlines.
• High level of integrity and empathy.
• Team player.
• Sense of humour.

Why work at Chattertons

Founded in 1856, Chattertons is one of the UK’s oldest and most respected law firms, proudly serving communities across Lincolnshire and the East Midlands. As a Top 200 law firm, we offer a comprehensive range of legal and financial services to individuals and businesses, with particular expertise in commercial property, corporate law, dispute resolution, and agriculture. Our commitment to excellence is matched by our dedication to local engagement—many of our team members actively contribute to the community as trustees, governors, and business advocates.

Benefits:Some of the great benefits that we offer include:

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. This is available upon request.

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