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Wealth Management Paraplanner: Reports & Investments
Job in
Stamford, Lincolnshire, NE66, England, UK
Listed on 2026-06-25
Listing for:
Chattertons Solicitors
Full Time
position Listed on 2026-06-25
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
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.
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