Wealth Management Paraplanner: Impactful Reporting

Chattertons Solicitors & Wealth Management; Stamford; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Competitive remuneration

Financial planning support

Job summary

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.

Qualifications

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

Responsibilities

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

Skills

Interpersonal and communication skills

Analytical thinking

Proficiency in Microsoft Office

Strategic thinking

Education

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

Diploma qualification (or working towards)

Tools

Intelligent Office

IRESS The Exchange

Cash-flow forecasting tools

Job description

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.