At a Glance
- Tasks: Prepare Suitability Reports and support the Wealth Management Team in various financial tasks.
- Company: Join a dynamic firm committed to equal opportunities and professional growth.
- Benefits: Competitive salary, financial planning support, and a collaborative work environment.
- Other info: Opportunity for career advancement and hands-on experience in a supportive team.
- Why this job: Make a real impact in wealth management while developing your skills in finance.
- Qualifications: Strong academic background and relevant experience in finance or related fields.
The predicted salary is between 30000 - 40000 £ per year.
We have an exciting opportunity for a Paraplanner to join our Wealth Management Team based at the Stamford office. The role involves preparing Suitability Reports and processing new and existing business primarily dealing with Investments, Pensions, Trusts and IHT Planning, with some involvement in Equity Release and Protection.
Location, Hours & Salary
- Location: Stamford, UK
- Hours: 9am – 5:15pm Monday to Friday
- Salary: Dependent on experience
Responsibilities
- Work in the Wealth Management Support Team reporting to the Compliance Manager and Head of Support.
- Prepare Suitability Reports and process business in accordance with firm policy and FCA regulations.
- Maintain the case management system accurately.
- Support compliance and anti‑money‑laundering requirements.
- Provide administrative support to IFAs and senior staff.
- Use cash‑flow modelling tools and work on project‑based tasks as required.
- Occasionally work anti‑social hours to ensure client satisfaction.
Candidate Profile
Essential Experience
- Strong GCSE and A‑Level results.
- Relevant prior experience with Investment Bonds, Pensions, Trusts and IHT planning.
- Driving licence and access to a vehicle.
Desirable Experience
- Diploma‑qualified or currently working towards a Diploma qualification.
- 2:1 or above in a relevant finance, economics, or law degree.
- Experience in Equity Release and Protection.
- Competence in Intelligent Office, IRESS The Exchange and cash‑flow forecasting tools.
Skills, Competencies & Attributes
- Strategic thinker with hands‑on delivery capability.
- Excellent interpersonal and communication skills.
- Analytical and data‑driven decision making.
- Diplomatic, assertive and confidential.
- Proficient in Microsoft Office (Word, PowerPoint, Excel).
- Willingness to travel to all offices.
- High integrity, empathy and teamwork.
Benefits
- Competitive remuneration.
- Investments, pensions and other financial planning support.
EEO Statement
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.
Privacy
Please refer to our privacy policy for information regarding how your personal data is processed.
PARAPLANNER WEALTH MANAGEMENT - STAMFORD, LINCOLNSHIRE employer: Chattertons Solicitors & Wealth Management
Chattertons is an exceptional employer, offering a supportive and collaborative work culture in the heart of Stamford, Lincolnshire. With a focus on employee growth, we provide comprehensive training and development opportunities, competitive remuneration, and a commitment to work-life balance, ensuring that our Paraplanners thrive both professionally and personally. Join us to be part of a team that values integrity, teamwork, and the pursuit of excellence in wealth management.
Contact Details:
Chattertons Solicitors & Wealth Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land PARAPLANNER WEALTH MANAGEMENT - STAMFORD, LINCOLNSHIRE
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We think you need these skills to ace PARAPLANNER WEALTH MANAGEMENT - STAMFORD, LINCOLNSHIRE
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✨Brush Up on Financial Analysis Skills
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