Senior administrative officer Work, Jobs in Gartree, Lec (with Salaries)

Paraplanner
Chattertons Solicitors —Stamford
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
11d
Senior Admin Officer - Loughborough
HM Prison & Probation Service —Loughborough
- £20,001 - £40,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee discount
1d
Senior Legal Officer
Coventry City Council —Coventry
- £33,699 - £39,862 a year
- Administrative experience
- IT
- Negotiation
12d
Senior Administration Officer
University Hospitals Coventry and Warwickshire NHS Trust —Coventry
- £25,760 - £27,476 a year
- Full-time
5d
Events Coordinator
Rainbows Hospice for Children and Young People —Loughborough
- £27,480 a year
- Weekend availability
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Employee assistance programme
10d
Exams Officer
The Parker E-ACT Academy —Daventry
- £33,391.93 - £37,063.35 a year
- Administrative experience
- School
- Annual leave
- Employee assistance programme
4d
Senior Payroll ABA Officer
The Rowan Organisation —Coventry
- £26,178.97 - £28,609.74 a year
- Full-time
Quick apply
2d
Director, Human Resources EMEAI
AMETEK, Inc. —Leicester
- English
- Master's degree
- Team management
Operational Support Officer
HM Courts & Tribunal Service —Coventry
- £20,001 - £30,000 a year
- Part-time
- Hybrid work
- Customer service
- Administrative experience
- Presentation skills
- Annual leave
- Employee discount
10d
People Officer (Maternity Cover)
St Thomas Aquinas Catholic Multi Academy Trust —Cossington
- £25,988 - £27,254 a year
- Call to connect
- Microsoft Word
- Microsoft Excel
- Administrative experience
Education Inclusion and Additional Needs Coordinator
Leicestershire County Council —Leicester
- £28,605 - £31,029 a year
- Full-time
- Hybrid work
- Administrative experience
- IT
- Flexible schedule
10d
Receptionist - Coalville
HM Prison & Probation Service —Coalville
- £20,001 - £30,000 a year
- Weekend availability
- Hybrid work
- English
- Microsoft Office
- Presentation skills
- Annual leave
- Employee discount
5d
Receptionist - Loughborough
HM Prison & Probation Service —Loughborough
- £20,001 - £30,000 a year
- Weekend availability
- Hybrid work
- English
- Microsoft Office
- Presentation skills
- Annual leave
- Employee discount
8d
Transport Planning Apprentice
Leicestershire County Council —Glenfield
- £24,804 - £26,409 a year
- Full-time
- Hybrid work
- Communication skills
- Flexible schedule
12d
Club Head Coach - Coventry
Nile Wilson Gymnastics —Coventry
- £16 an hour
- Full-time
- Customer service
- Administrative experience
- Preschool

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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

senior administrative officer jobs in gartree, lec

Paraplanner

Senior Admin Officer - Loughborough

Senior Legal Officer

Senior Administration Officer

Events Coordinator

Exams Officer

Senior Payroll ABA Officer

Director, Human Resources EMEAI

Operational Support Officer

People Officer (Maternity Cover)

Education Inclusion and Additional Needs Coordinator

Receptionist - Coalville

Receptionist - Loughborough

Transport Planning Apprentice

Club Head Coach - Coventry

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