At a Glance
- Tasks: Prepare Suitability Reports and manage investments, pensions, trusts, and IHT planning.
- Company: Join Chattertons Solicitors & Wealth Management in a supportive team environment.
- Benefits: Enjoy competitive remuneration and a dynamic work atmosphere.
- Other info: Perfect opportunity for growth in the wealth management sector.
- Why this job: Gain hands-on experience while working closely with finance professionals.
- Qualifications: Finance background, strong analytical skills, and relevant qualifications are a must.
The predicted salary is between 35000 - 45000 £ per year.
Chattertons Solicitors & Wealth Management is looking for a Paraplanner for their Stamford office. The successful candidate will prepare Suitability Reports and manage business in Investments, Pensions, Trusts and IHT Planning. This role provides a chance to work closely with experienced professionals in a supportive team environment.
Those with a background in finance, strong analytical skills, and relevant qualifications are encouraged to apply. The role promises competitive remuneration and a dynamic work environment.
Wealth Management Paraplanner: Impactful Reporting in Stamford employer: Chattertons Solicitors & Wealth Management
Chattertons Solicitors & Wealth Management is an excellent employer, offering a supportive team environment in their Stamford office where you can thrive alongside experienced professionals. With competitive remuneration and a focus on employee growth, this role as a Paraplanner not only allows you to develop your analytical skills but also provides meaningful opportunities to impact clients' financial futures through Investments, Pensions, Trusts, and IHT Planning.
Contact Details:
Chattertons Solicitors & Wealth Management Recruitment Team
