Stanford
? Experienced Paraplanner – Wealth Management
? Location: Stamford
? Salary: Competitive & based on experience
? Hours: Mon–Fri, 9:00 am–5:15 pm (36.25 hrs)
Why You’ll Love This Role
Join a forward-thinking wealth management practice where your expertise really matters. You’ll work closely with senior advisers and play a key part in shaping clients’ financial futures—and you’ll be rewarded with outstanding perks:
? Generous holidays to truly switch off
? Staff discounts on legal & wealth services
? Income protection & life assurance (3× salary)
? Salary-exchange pension scheme
? Employee Assistance Programme for extra support
What You’ll Do
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Craft high-quality Suitability Reports and handle new/existing business
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Focus on Investments & Pensions with exposure to Equity Release & Protection
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Keep our case-management system spot-on and FCA-compliant
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Liaise with clients, providers and colleagues to deliver first-class service
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Support IFAs and senior team members, including cash-flow modelling and annual client reviews
What We’re Looking For
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Diploma qualified (Level 4) or actively working toward it – Chartered ambition a plus
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Solid experience writing suitability reports
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Strong knowledge of investments and pensions; trusts/IHT planning a bonus
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Confident communicator, highly organised, and cool under deadlines
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Comfortable with Microsoft Office; experience with Intelligent Office, FE Analytics or IRESS is ideal
Culture & Career
Expect a welcoming, energetic team where personalities shine. We value humour, flexibility and a “roll-up-your-sleeves” attitude. There’s clear scope to progress and your ideas will be heard.
? Ready to Take the Next Step?
Send your CV (and a short note about your experience) in confidence. We’ll be in touch to arrange a discreet conversation.