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- 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.
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
We have an exciting opportunity for an experienced 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 and Pensions, 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. Ideally the candidate will be at least Diploma qualified or working towards that qualification, with a desire to achieve Chartered status (if not already Chartered). A strong interest in financial services, excellent communication skills, and high service standards are essential.
Hours of Work: 9.00 am – 5.15 pm. Monday – Friday (36.25 hrs per week)
Location: Stamford
Salary: Depending upon Experience
Key Duties And Responsibilities
- 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.
Essential and Desirable Qualifications and Skills
Qualifications
- Good grades at GCSE and A Level.
- Diploma or part qualified financial services qualification.
- Driving Licence and access to a vehicle.
- Chartered / working towards Chartered status.
- Degree level education with a 2.1 or above in a relevant financial, economical, or law degree would be an advantage.
Knowledge
- Previous relevant experience.
- Reasonable level of knowledge of Investments and Pensions business.
- Trusts and IHT planning experience.
- Equity Release and Protection experience.
Skills
- Ability to communicate clearly, both written and verbal.
- Structured and organised.
- Ability to work under pressure and to tight deadlines.
- Competent with Microsoft packages, including Outlook, Word and Excel and willing and able to use a case management system.
- Competent with use of Intelligent Office, FE Analytics and IRESS The Exchange.
- Competent using Cash flow forecasting tools.
Competencies
- Able to work with diplomacy and maintain high levels of confidentiality.
- Flexible and approachable.
- Team player with positive attitude.
Attributes
- A passionate interest in financial services.
- Willing to be flexible with the demands of the Company.
- Good sense of humour.
How to apply
APPLY NOW
Please email your CV and covering letter to: recruitment@chattertons.com
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.
Please refer to our privacy policy for information regarding how your personal data is processed.
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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.
