At a Glance
- Tasks: Prepare Suitability Reports and manage operations for Investments, Pensions, and Trusts.
- Company: Chattertons Solicitors, a supportive firm focused on employee development.
- Benefits: Great career growth, community engagement, and a collaborative work environment.
- Other info: Perfect for those looking to grow in a rewarding financial career.
- Why this job: Join a dynamic team and make a difference in wealth management.
- Qualifications: Strong analytical skills and relevant financial experience; Diploma preferred.
The predicted salary is between 60000 - 80000 £ per year.
Chattertons Solicitors is seeking a Paraplanner for their Wealth Management Team based in Stamford, UK. The successful candidate will prepare Suitability Reports and manage business operations related to Investments, Pensions, and Trusts.
Ideal applicants should possess strong analytical skills, relevant financial experience, and either hold or be working towards a Diploma.
Chattertons offers a supportive environment and is committed to employee development and community engagement.
Wealth Management Paraplanner: Reports & Investments in Stamford employer: Chattertons Solicitors
Chattertons is an esteemed law firm with a rich history dating back to 1856, offering a supportive and inclusive work environment in Stamford and Sleaford. As a Top 200 law firm, we prioritise employee development through comprehensive training and opportunities for growth within our Clinical Negligence Team, while fostering a culture of community engagement and teamwork. Our commitment to excellence and client satisfaction ensures that every team member plays a vital role in delivering high-quality legal services.
