Job Title: Paraplanner
Hours of Work: Monday - Friday, 9am - 5.15pm hours)
Salary: Depending Upon Experience
Location: Stamford
Summary:
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.
Benefits:
Some of the great benefits that we offer are:
* Generous holiday entitlements
* Staff discount on legal and wealth management fees
* Income protection
* Life assurance at 3 x salary
* Salary exchange pension scheme
* Employee Assistance Programme
The Role:
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 Compliance Manager and Head of Support.
* To prepare Suitability Reports and process new and existing business in accordance with the firms policies and procedures and to use the appropriate templates.
* To use the firm's case management system and ensure this 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 work in such a way as 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 Manager and Money Laundering Reporting Officer.
* To be prepared to work anti-social hours when this is necessary to ensure client satisfaction.
Person Specification:
Qualifications
Essential
* Good grades at GCSE and A Level
* Diploma or part qualified financial services qualification
* Driving Licence and access to a vehicle.
Desirable
* Chartered/working towards Chartered
* Degree level education with a 2:1 or above and a relevant financial, economics, or law degree would be an advantage
Knowledge
Essential
* Previous relevant experience
* Reasonable level of knowledge for Investments and Pensions business
Desirable
* Trusts and IHT planning experience
* Equity Release and Protection experience
Skills
Essential
* 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
Desirable
* Competent with use of Intelligent Office, FE Analytics and IRESS The Exchange
* Competent using Cash flow forecasting tools
Competencies
Essential
* Able to work with diplomacy and maintain high levels of confidentiality
* Flexible and approachable
* Team player with positive attitude
Attributes
Essential
* A passionate interest in financial services
* Willing to be flexible with the demands of the Company
* Good sense of humour
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.
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Job Types: Full-time, Permanent
Benefits:
* Company pension
Work Location: In person