Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our Wealth Management Team as a Paraplanner, writing reports and processing business.
- Company: We're a historic Top 200 Law Firm in Lincolnshire, established in 1856.
- Benefits: Enjoy generous holidays, staff discounts, income protection, and life assurance.
- Why this job: Be part of a supportive team, making a real impact in financial services.
- Qualifications: Diploma qualified or working towards it; strong interest in financial services required.
- Other info: Flexible hours and a positive work culture await you!
The predicted salary is between 28800 - 43200 £ per year.
Overview
Paraplanner – Stamford, Lincolnshire. We are a leading \”Top 200\” Law Firm and provider of wealth management services, based in Lincolnshire and across the Midlands. Established in 1856, we are considered to be one of the oldest law firms in the UK.
Key Benefits
- Generous holiday entitlements
- Staff discount on legal and wealth management fees
- Income protection
- Life assurance at 3 x salary
- Salary exchange pension scheme
- Employee Assistance Programme
Role Purpose
We have an exciting opportunity for an experienced Paraplanner to join our Wealth Management Team based at our Stamford office. The role involves writing Suitability Reports and processing new and existing business, primarily dealing with Investments and Pensions, with some involvement in Equity Release and Protection business.
Hours & Location
Hours of Work: 9.00 am – 5.15 pm, Monday – Friday (36.25 hours per week). Location: Stamford.
Salary
Salary: Depending upon experience.
Responsibilities
- Work in the Wealth Management Support Team reporting to the Compliance Manager and Head of Support.
- Prepare Suitability Reports and process new and existing business in line with Firm policies and procedures using the appropriate templates.
- Use the Firm\’s case management system and keep it up to date.
- Ensure business is conducted compliantly and efficiently, in line with FCA regulations and best practice.
- Prioritise the client’s interests and promote the Firm and profession.
- Support IFA’s and senior staff with administrative duties and use cash flow modelling tools where appropriate.
- Liaise with product providers, clients, and industry professionals as required.
- Prepare annual client reviews as required and undertake project-based work when needed.
- Co-operate with the Compliance Manager and Money Laundering Reporting Officer.
- Be prepared to work anti-social hours when necessary to ensure client satisfaction.
Essential / Desirable Qualifications
- Good GCSE and A Level grades; Diploma or part-qualified financial services qualification.
- Driving licence and access to a vehicle; Chartered status or working towards Chartered status.
- Degree level education (2:1 or above) in a relevant financial, economic, or law degree would be advantageous.
- Knowledge and experience in Investments, Pensions, Trusts and IHT planning, Equity Release and Protection.
Skills & Attributes
- Clear written and verbal communication; structured and organised.
- Ability to work under pressure and meet tight deadlines.
- Proficient with Microsoft Office (Outlook, Word, Excel) and a case management system; experience with Intelligent Office, FE Analytics, IRESS The Exchange, and cash flow forecasting tools.
- Discretion, diplomacy, confidentiality, flexibility, teamwork, and a positive attitude.
- Genuine interest in financial services and willingness to adapt to the needs of the Firm.
Application
Please email your CV and covering letter to: recruitment@chattertons.com
Equal Opportunities
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 is available upon request. Please refer to our privacy policy for information regarding how your personal data is processed.
Job Details
- Seniority level: Mid-Senior level
- Employment type: Internship
- Job function: Finance and Sales
- Industry: Legal Services
#J-18808-Ljbffr
PARAPLANNER - STAMFORD, LINCOLNSHIRE employer: Chattertons Solicitors & Wealth Management
Contact Detail:
Chattertons Solicitors & Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PARAPLANNER - STAMFORD, LINCOLNSHIRE
✨Tip Number 1
Familiarise yourself with the specific tools mentioned in the job description, such as Intelligent Office and cash flow forecasting tools. Being able to demonstrate your proficiency with these systems during an interview can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in wealth management. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role of a Paraplanner.
✨Tip Number 3
Stay updated on the latest regulations and best practices in the financial services industry. This knowledge will not only help you in your role but also show your commitment to compliance and client care during interviews.
✨Tip Number 4
Prepare to discuss your experience with writing Suitability Reports and processing business. Be ready to provide examples of how you've ensured compliance and efficiency in your previous roles, as this is crucial for the position.
We think you need these skills to ace PARAPLANNER - STAMFORD, LINCOLNSHIRE
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in writing Suitability Reports and processing business related to Investments and Pensions. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial services and your desire to achieve Chartered status. Mention specific skills that align with the job requirements, such as your ability to communicate clearly and work under pressure.
Showcase Relevant Qualifications: Clearly list any qualifications you have, such as your Diploma or progress towards Chartered status. If you have a degree in a relevant field, make sure to mention it, especially if you achieved a 2.1 or above.
Demonstrate Compliance Awareness: Highlight your understanding of compliance and regulatory requirements in your application. Mention any previous experience working within FCA regulations or similar frameworks to show you can conduct business compliantly and efficiently.
How to prepare for a job interview at Chattertons Solicitors & Wealth Management
✨Know Your Financial Services
Make sure you brush up on your knowledge of investments, pensions, and equity release. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Prepare Suitability Reports
Since writing Suitability Reports is a key part of the job, practice drafting a few before your interview. This will not only help you articulate your process but also demonstrate your practical skills to the interviewers.
✨Showcase Your Communication Skills
Excellent communication is essential for this role. Be prepared to discuss how you've effectively communicated complex information in the past, whether in writing or verbally, to clients or colleagues.
✨Demonstrate Compliance Awareness
Familiarise yourself with FCA regulations and the importance of compliance in financial services. Be ready to discuss how you ensure compliance in your work and why it matters to client satisfaction.
