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Paraplanner Wealth Management - Stamford

We are a leading "Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the Midlands. Established in 1856, we are considered to be one of the oldest law firms in the UK.


Some of the great benefits that we offer are:

  • Generous holiday entitlements
  • Staff discount on legal fees
  • Income protection
  • Life assurance at 3 x salary
  • Salary sacrifice pension scheme
  • Employee Assistance Programme


We have an exciting opportunity for an experienced 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 and Pensions, 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. Ideally the candidate will be at least Diploma qualified or working towards that qualification, with a desire to achieve Chartered status (if not already Chartered). A strong interest in financial services, excellent communication skills, and high service standards are essential.

Key Duties and Responsibilities:

  • To work in our Wealth Management Support Team reporting to our 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 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 Director and Money Laundering Reporting Officer.
  • To be prepared to work anti-social hours when this is necessary to ensure client satisfaction.

Hours of Work: Monday – Friday 09.00 – 17.15 (36.25 hours) 
Location: Stamford
Salary: Dependent Upon Qualifications and Experience

Person Specification:            





Good grades at GCSE and A Level.

Diploma or part qualified financial services qualification.

Driving Licence and access to a vehicle.

Chartered / working towards Chartered status.

Degree level education with a 2.1 or above in a relevant financial, economical, or law degree would be an advantage.


Previous relevant experience.

Reasonable level of knowledge of Investments and Pensions business.

Trusts and IHT planning experience.

Equity Release and Protection experience


Ability to communicate clearly, both written and verbal.

Structured and organised.

Ability to work under pressure and
to tight deadlines.

Competent with Microsoft packages, including, Outlook, Word and Excel and willing and able to use a case management system.

Competent with use of Intelligent Office, FE Analytics and IRESS The Exchange.

Competent using Cash flow forecasting tools.


Able to work with diplomacy and maintain high levels of confidentiality.

Flexible and approachable.



Team player with positive attitude.

A passionate interest in financial services.

Willing to be flexible with the
demands of the Company.

Good sense of humour.




Please email your CV and covering letter to the HR Department:    

Chattertons recognises that it is essential to provide equal opportunities to all persons without discrimination. The firm has an Equality and Diversity Policy and this sets out the firm’s position on equal opportunity in all aspects of employment.  This is available upon request. 

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