Paraplanner – Up to £43K – Loughborough
Up to £43,000
Chesterton House is the smartest house on the block. We’re a team of Financial Planners, Solicitors and Accountants who are carving out new joined up advice propositions for our HNW and UHNW clients. Together we turn the complex financial and legal noise our clients have to deal with into an absolute doddle. We’re problem-solving, opportunity-finding advocates for them, employing the brightest minds and the newest tech stack. We love what we do, and we think you will love it too.
22 July 2023
About the role
The main purpose of your role will be to work together with our team of Financial Planners, Solicitors and Accountants to provide holistic technical solutions for all aspects of financial planning. You’ll prepare high quality written advice, delivered in an efficient manner, whilst mitigating any risks.
You will proactively engage with clients, to obtain or clarify information that we need to be able to provide the best possible advice and to answer client queries of a factual or technical nature.
Individual development is a key part of working in Chesterton House and as a member of the Paraplanning Team opportunities for growth and development are broad and dependent upon individual aspirations, this could include moving to a Planning Role, working in our Investment Team, moving into a Senior Paraplanner or Management Role or in fact moving to one of our other disciplines if that’s where your Personal Goals lie.
We’d love to put you in touch with one of the many ex-paraplanners who are now working in other parts of our business, so you can hear about their journey.
What’s in it for you
You’ll enjoy a host of benefits including true flexible and hybrid working, funding and support for personal professional development, discounts on our services, increased employer pension contributions, inclusion in group death in service and permanent health insurance schemes and more, such as