Case manager Work, Jobs in Stamford, Lin (with Salaries)

Paraplanner
Chattertons Solicitors —Stamford
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Major Projects Business Case Manager
Anglian Water Services Ltd —Peterborough
- £60,000 a year
- Full-time
- Hybrid work
- Project management
- No degree
- Mentoring
- Annual leave
1d
Care Home Manager at Abbott House
Shaw Healthcare —Oundle
- £47,500 a year
- Full-time
- Leadership
- Annual leave
- Referral programme
6d
Marketing and Communications Manager
Rapidrop Global —Peterborough
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Travel
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
18h
Dispatch Manager
Microbyte Solutions Ltd —Peterborough
- £30,000 - £40,000 a year
- Full-time
- Microsoft Outlook
- IT
Quick apply
13h
Visit Centre Worker
POPS —Leicester
- £12.71 an hour
- Part-time
- In-person
- Café
Quick apply
1d
Practice Supervisor
Civic Recruitment Limited —Grantham
- Full-time
- Supervising experience
- Mentoring
- Communication skills
Quick apply
7d
ER Partner - 12 months FTC
Compare the Market —Peterborough
- Hybrid work
- Organisational skills
- Communication skills
- Time management
Quick apply
HR Advisor - Health and Social Care
Glenholme Healthcare Ltd —Peterborough
- £27,000 - £30,000 a year
- Full-time
- Microsoft Office
- Travel
- Human resources
Quick apply
Senior Bid & Tender Coordinator
All-Tech Electrical&Mechanical Ltd. —Peterborough
- £42,000 - £55,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Flexitime
Quick apply
3d
AI Governance Manager
Compare the Market —Peterborough
- Master's degree
- AI
Quick apply
Maintenance Manager
Long Clawson Dairy Ltd —Long Clawson
- £60,000 - £65,000 a year
- Full-time
- Communication skills
Quick apply
Specialist Treatment Manager - Psychology Services Group - HMP Stocken
Ministry of Justice —Oakham
- £40,001 - £50,000 a year
- Part-time
- Hybrid work
- English
- Presentation skills
- Annual leave
5d
Principal Social Worker & Best Interests Assessor
North Northamptonshire Council —Kettering
- £48,226 - £51,356 a year
- Employee assistance programme
Customer Service Advisor
Kier Group —Alconbury
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
HR Advisor
Travelex —Peterborough
- Full-time
- Administrative experience
- Human resources
Assistant Director – Safeguarding and Complex Care
NHS Northamptonshire Integrated Care Board —Kettering
- £94,356 - £108,814 a year
- Full-time
- Care plans
- Leadership
1d
Mentor (M): HMP Whitemoor
Ministry of Justice —March
- £20,001 - £40,000 a year
- Full-time
- Hybrid work
- English
- Presentation skills
- Annual leave
13d
Information Manager
Mace —Peterborough
- Full-time
- Hybrid work
- Communication skills
Senior Estates Surveyor
North Northamptonshire Council —Corby
- £48,226 - £51,356 a year
- Communication skills
- Negotiation
- Employee assistance programme

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Paraplanner

Chattertons Solicitors -
Stamford

Quick apply

Job details

Full-time

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

case manager jobs in stamford, lin

Paraplanner

Major Projects Business Case Manager

Care Home Manager at Abbott House

Marketing and Communications Manager

Dispatch Manager

Visit Centre Worker

Practice Supervisor

ER Partner - 12 months FTC

HR Advisor - Health and Social Care

Senior Bid & Tender Coordinator

AI Governance Manager

Maintenance Manager

Specialist Treatment Manager - Psychology Services Group - HMP Stocken

Principal Social Worker & Best Interests Assessor

Customer Service Advisor

HR Advisor

Assistant Director – Safeguarding and Complex Care

Mentor (M): HMP Whitemoor

Information Manager

Senior Estates Surveyor

I want to receive the latest job alerts for case manager in stamford, lin

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