Wealth Paraplanner - Stamford, Diploma Ready

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

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.