Wealth manager Work, Jobs in Queniborough, Lec (with Salaries)

Paraplanner
Chattertons Solicitors —Stamford
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
11d
Circuit Manager
Motorsport Vision —Castle Donington
- Weekend availability
- Organisational skills
- IT
- Free parking
- Employee discount
7d
Audit Assistant Manager
BDO —Nottingham
- Full-time
- Supervising experience
Office Manager
Discovery Schools Academies Trust —Loughborough
- £27,858 - £30,078 a year
- Full-time
- Customer service
- English
- Microsoft Office
- Employee assistance programme
- Employee discount
Quick apply
Periodontist
Ascent Dental Care —Loughborough
- Part-time
- Communication skills
Quick apply
Corporate Tax Manager
BDO —Nottingham
- Full-time
- Quality control
- Tax experience
Office Support Manager
Charles Read Academy —Grantham
- £31,022 a year
- Leadership
- School
- Annual leave
- Employee assistance programme
Paraplanning Team Leader
Cooper Parry —Derby
- Full-time
- Mentoring
- Organisational skills
- Communication skills
Support Analyst
Nottingham Trent University —Nottingham
- £28,608 - £32,089 a year
- Full-time
- Hybrid work
- Customer service
- University
- In-person
- Annual leave
- Employee discount
5d
FP&A Manager
Nationwide Platforms —Lutterworth
- Communication skills
Executive Assistant
Parker Hannifin Corporation —Shepshed
- Administrative experience
- Employee assistance programme
- Employee discount
9d
Delivery Manager
LSEG (London Stock Exchange Group) —Nottingham
- Full-time
- Software development
- Agile
- Communication skills
Project Manager
PickEverard —Nottingham
- Project management
- Presentation skills
- Contracts
- Annual leave
- Employee assistance programme
Assistant Store Manager (Grantham store)
Tapi —Grantham
- Full-time
- Employee assistance programme
- Employee discount
Customer Service Advisor
SIP Industrial Products Ltd —Shepshed
- From £28,000 a year
- Full-time
- Customer service
- Microsoft Office
- In-person
- Free parking
- Employee discount
Quick apply
1d
Customer Service Administrator
Global Fire & Security Systems LTD —Nottingham
- Full-time
- Hotel
- Administrative experience
- Maths
Quick apply
11d
Assistant Manager
KFC Rugby - Leicester Road Retail Park —Rugby
- £26,000 - £28,000 a year
- Full-time
- IT
- Restaurant
- Flexible schedule
5d
Web and Digital Content Executive
Nottingham Trent University —Nottingham
- £28,608 - £32,089 a year
- Full-time
- Hybrid work
- Annual leave
- Employee discount
4d
Technician - Bioscience
Nottingham Trent University —Nottingham
- £26,712 - £28,047 a year
- Full-time
- University
- School
- Annual leave
- Employee discount
3d
Accounts Receivable Clerk
Serco Group —Leicester
- £25,000 - £30,000 a year
- Full-time
- Hybrid work
- Sales
- Phone etiquette
- Communication skills
- Employee assistance programme
- Employee discount
5d

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wealth manager jobs near queniborough, lec

Paraplanner

Chattertons Solicitors -
Stamford

Quick apply

Job details

Full-time
11 days ago

Qualifications

Microsoft Powerpoint
Microsoft Word
Pension
Economics
Driving Licence
Microsoft Excel
Law
GCSE
Microsoft Office
Analysis skills
Financial services
Communication skills

Full job description

Job Title: Paraplanner

Hours of Work: 09.00 – 17.15 hrs – Monday to Friday (36.25 hours per week).

Salary: Depending on Experience

Location: Stamford (9 Broad Street, Stamford, Lincolnshire, PE9 1PY)

The role:

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.

Key Responsibilities

To work in our Wealth Management Support Team reporting to our Compliance Manager and Head of Support.
To prepare Suitability Reports and process new and existing business in accordance with the Firm's policies and procedures, using the appropriate templates.
To use the Firm's case management system and ensure it is kept up to date.
To ensure business is conducted compliantly and efficiently.
To ensure work complies with the Firms policies, FCA regulations and best practice.
To always put the interests of the client first.
To promote the good name of the Firm and profession.
To support the IFA's and senior members of staff as necessary with administrative duties.
To use cash flow modelling tools where appropriate.
To liaise with product providers, clients and industry professionals as required.
To prepare annual client reviews.as required.
To undertake work of a project-based nature as and when required to do so.
To co-operate fully with the firm’s Compliance Manager and Money Laundering Reporting Officer.
To be prepared to work anti-social hours when this is necessary to ensure client satisfaction.

Candidate Profile

Essential Experience

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.

Desirable Experience

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.

Skills, Competencies & Attributes

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. 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.

Chattertons recognises that it is essential to provide equal opportunities to all persons without discrimination. The Company has an Equality and Diversity Policy and this sets out the Company’s position on equal opportunity in all aspects of employment. This is available upon request. Please refer to our privacy policy at https://www.chattertons.com/site/about/privacypolicy/ for information regarding how your personal data is processed.

Work Location: In person

Quick apply

Refine Your Search

wealth manager jobs in queniborough, lec

Paraplanner

Circuit Manager

Audit Assistant Manager

Office Manager

Periodontist

Corporate Tax Manager

Office Support Manager

Paraplanning Team Leader

Support Analyst

FP&A Manager

Executive Assistant

Delivery Manager

Project Manager

Assistant Store Manager (Grantham store)

Customer Service Advisor

Customer Service Administrator

Assistant Manager

Web and Digital Content Executive

Technician - Bioscience

Accounts Receivable Clerk

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