Senior administrative Work, Jobs in Stamford, Lin (with Salaries)

Paraplanner
Chattertons Solicitors —Stamford
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
13d
PA to Commercial Director
Anglian Water Services Ltd —Peterborough
- £35,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- IT
- Annual leave
3d
Senior Administrative Coordinator
Bespoke Composite Panels —Huntingdon
- Part-time
- Microsoft Excel
- Sales
- Administrative experience
- Flexitime
- Life insurance
Quick apply
5d
Conference Administrator
Bauer Media Group —Peterborough
- Temporary
- Microsoft Powerpoint
- Hospitality
- Microsoft Excel
2d
Accounts Manager
Streets Accountants —Stamford
- Hybrid work
- Administrative experience
- Travel
- Organisational skills
Quick apply
5d
Operations Support Coordinator
Westland Horticulture Ltd —Corby
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Administrative experience
- Free parking
Quick apply
Administrator
Colsterworth Medical Practice —Colsterworth
- From £12.71 an hour
- Part-time
- Microsoft Word
- Microsoft Outlook
- Accounting
- Free parking
Quick apply
3d
Planning Coordinator
Insite Energy —Peterborough
- £26,328 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- English
- Employee assistance programme
Quick apply
5d
Medical Secretary/Senior Administrator
Dr Laliwala and Partners —Peterborough
- Up to £13.50 an hour
- Full-time
- Administrative experience
- Typing
- In-person
- Free parking
- Employee discount
Quick apply
5d
Senior Residential Care Worker
Footsteps to Futures Ltd —Melton Mowbray
- Up to £37,190.40 a year
- 8 hour shift
- In-person
- Care plans
- Communication skills
- Employee discount
- Referral programme
Quick apply
Head of People Operations UK
Bauer Media Group —Peterborough
- Continuous improvement
6d
Business Officer - Adults, Health and Commissioning
Cambridgeshire County Council —Huntingdon
- £26,403 - £28,142 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee discount
13d
Senior Health & Safety Engineer
Zeeco —Stamford
- Weekend availability
- Hybrid work
- Microsoft Excel
- Bachelor's degree
- Travel
- Employee assistance programme
- Life insurance
Quick apply
Occupational Health Associate
Bakkavor —Spalding
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
- Life insurance
2d
Senior Planning Manager
Mace —Peterborough
- Full-time
- Hybrid work
- Administrative experience
- Construction
Trainee Quantity Surveyor
Equans —Long Bennington
- Full-time
- English
- Microsoft Office
- IT
- Annual leave
- Employee assistance programme
13d
Hybrid Senior MSK Physiotherapist
Ascenti —Peterborough
- £32,000 - £37,000 a year
- Overtime
- Hybrid work
- English
- Bachelor's degree
- Employee discount
- Flexible schedule
Scheduler/Administrator
Ark Fire Protection Ltd —Peterborough
- £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Gym membership
Quick apply
Parts Supervisor - Peterborough Audi
Vindis Group —Peterborough
- Supervising experience
- Organisational skills
- Employee assistance programme
- Employee discount
9d
Director of Studies
British Summer School —Oakham
- £825.04 a week
- 8 hour shift
- English
- School
- Annual leave

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Paraplanner

Chattertons Solicitors -
Stamford

Quick apply

Job details

Full-time
13 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 jobs in stamford, lin

Paraplanner

PA to Commercial Director

Senior Administrative Coordinator

Conference Administrator

Accounts Manager

Operations Support Coordinator

Administrator

Planning Coordinator

Medical Secretary/Senior Administrator

Senior Residential Care Worker

Head of People Operations UK

Business Officer - Adults, Health and Commissioning

Senior Health & Safety Engineer

Occupational Health Associate

Senior Planning Manager

Trainee Quantity Surveyor

Hybrid Senior MSK Physiotherapist

Scheduler/Administrator

Parts Supervisor - Peterborough Audi

Director of Studies

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