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Senior Paraplanner — Wealth Management Chartered Path

Job in Stamford, Lincolnshire, NE66, England, UK
Listing for: Chattertons Solicitors & Wealth Management
Full Time position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Analyst, Financial Services, Wealth Management
Job Description & How to Apply Below
Position: Senior Paraplanner — Wealth Management with Chartered Path
A leading law firm and wealth management provider in Stamford is seeking a Senior Paraplanner to join their Wealth Management Team. The successful candidate will write Suitability Reports and process business related to Investments, Pensions, Trusts, and IHT Planning, with some Equity Release involvement. Candidates must hold a Diploma and have a strong interest in financial services. Benefits include generous holidays, staff discounts, and life assurance.
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Position Requirements
10+ Years work experience
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