At a Glance
- Tasks: Write Suitability Reports and process business in Wealth Management.
- Company: Join Chattertons, a respected law firm with a rich history.
- Benefits: Equal opportunities, supportive culture, and community engagement.
- Other info: Flexible hours, team-oriented environment, and opportunities for growth.
- Why this job: Make a real impact in financial services while developing your skills.
- Qualifications: Strong GCSEs/A-Levels, Diploma qualification or working towards it.
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 our Stamford office. We are looking for someone who can write Suitability Reports and process new and existing business, primarily dealing with Investments, Pensions, Trusts and IHT Planning, 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. The candidate will be working towards, or already hold, the Diploma qualification. A strong interest in financial services, excellent communication skills, and high service standards is essential.
Location: Stamford, UK
Hours: 9am – 5.15pm Monday to Friday
Salary: Dependent on experience
To work in our Wealth Management Support Team reporting to our Compliance Manager and Head of Support. Responsibilities include:
- Preparing Suitability Reports and processing new and existing business in accordance with the Firm's policies and procedures, using the appropriate templates.
- Using the Firm's case management system and ensuring it is kept up to date.
- Ensuring business is conducted compliantly and efficiently.
- Ensuring work complies with the Firms policies, FCA regulations and best practice.
- Always putting the interests of the client first.
- Promoting the good name of the Firm and profession.
- Supporting the IFA's and senior members of staff as necessary with administrative duties.
- Using cash flow modelling tools where appropriate.
- Liaising with product providers, clients and industry professionals as required.
- Preparing annual client reviews as required.
- Undertaking work of a project-based nature as and when required.
- Co-operating fully with the firm’s Compliance Manager and Money Laundering Reporting Officer.
- Being prepared to work anti-social hours when necessary to ensure client satisfaction.
Candidate Profile:
- Achieved strong GCSE and A-Level results.
- Brings relevant prior experience with strong knowledge of Investment Bonds, Pensions, Trusts, and IHT planning.
- Driving Licence and access to a vehicle.
- Diploma-qualified or currently working towards a Diploma qualification.
- A 2:1 or above in a relevant finance, economics, or law degree is advantageous.
- Equity Release and Protection experience.
- Competent in using Intelligent Office, IRESS The Exchange, and cash-flow forecasting tools.
- Strategic thinker with hands-on delivery capability.
- Excellent interpersonal skills with ability to quickly establish and maintain good working relationships at all levels.
- Excellent communication skills both written and verbal.
- Strong analytical and data-driven decision-making capability.
- Able to work with diplomacy and assertiveness.
- High degree of competency in using Microsoft Office (Word, PowerPoint, Excel).
- Discrete with the ability to maintain high levels of confidentiality.
- Flexible and willing/able to travel to all offices.
- Proactive and positive attitude.
- Reacts well under pressure and is able to work to deadlines.
- High level of integrity and empathy.
- Team player.
- Sense of humour.
Why work at Chattertons:
Founded in 1856, Chattertons is one of the UK’s oldest and most respected law firms, proudly serving communities across Lincolnshire and the East Midlands. As a Top 200 law firm, we offer a comprehensive range of legal and financial services to individuals and businesses, with particular expertise in commercial property, corporate law, dispute resolution, and agriculture. Our commitment to excellence is matched by our dedication to local engagement—many of our team members actively contribute to the community as trustees, governors, and business advocates.
Benefits: Some of the great benefits that we offer include: 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.
Paraplanner Wealth Management - Stamford, Lincolnshire employer: Chattertons Solicitors
Chattertons is an esteemed employer in Stamford, offering a supportive work culture that prioritises employee growth and community engagement. With a commitment to excellence and a focus on professional development, employees benefit from a collaborative environment where they can thrive in their careers while contributing positively to the local community. The firm’s dedication to equality and diversity ensures a welcoming atmosphere for all team members.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner Wealth Management - Stamford, Lincolnshire
✨Tap into Campus Networks
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✨Get Certified
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We think you need these skills to ace Paraplanner Wealth Management - Stamford, Lincolnshire
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Chattertons Solicitors.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Chattertons Solicitors's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Chattertons Solicitors
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Chattertons Solicitors.
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Since this is a full-time position, employers at Chattertons Solicitors will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Chattertons Solicitors employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
