Paraplanner Wealth Management Lincolnshire

Paraplanner Wealth Management – Stamford, Lincolnshire

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:
  
  Stamford, UK
• Hours:
  
  9am – 5:15pm Monday to Friday
• Salary:
  Dependent on experience

• 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.

• Strong GCSE and A‑Level results.
• Relevant prior experience with Investment Bonds, Pensions, Trusts and IHT planning.
• Driving licence and access to a vehicle.

• 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.

• 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.

• Competitive remuneration.
• Investments, pensions and other financial planning support.

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.

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