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.
Wealth Management Paraplanner – Investments & Pensions in Stamford employer: Chattertons Group
Chattertons Group is an exceptional employer that values its IT Support Engineers by offering a dynamic work culture that fosters collaboration and innovation. With opportunities for professional growth and development, employees benefit from a supportive environment that encourages skill enhancement through hands-on experience across multiple locations. The flexibility of remote and on-site work, combined with the chance to engage in diverse projects, makes Chattertons a rewarding place for those seeking meaningful employment in the tech field.
