Paraplanner

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024). If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

Level: 3 Department:
Financial Planning

Location:

Birmingham, Leeds, Carlisle, Exeter

Contract:

Permanent

This is an exciting opportunity to join either our Birmingham, Exeter, Carlisle or Leeds region as part of the paraplanning team. You will be working within a pod structure where organisation, teamwork and communication is vital.

The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients. Liaison with Advisers to determine the most appropriate recommendations for clients financial planning. From the information provided by the Adviser determine the most appropriate solution and recommendations to meet the clients’ needs. Determine the most appropriate way of presenting the report and ensure that it contains all the necessary information.

Ensuring that all work is completed within the required timescales and to the standards required. Ensure that you have a thorough understanding of Quilter Cheviot guidelines and keep up to date with changes via completion of regular competency tests. In your role you should constantly ensure that customers are being treated fairly and highlight any situations where you believe this is not the case.

Providing Paraplanning services to Financial Advisers within FCA Regulations.

Previous experience of paraplanning CII QCF Level 4 Diploma qualified or equivalent (or very close to achieving). Excellent report writing and presentation skills. Analytically minded. Knowledge of Financial Services Industry providers, platforms, analytical tools such as Defaqto Engage and Analytics, X-Plan desirable. Excellent communication skills, both oral and written, including being proficient in the use of technology. Good interpersonal skills. Proficient in the use of Microsoft Office including Word, Excel and Microsoft outlook.

Ability to organise workloads and prioritise effectively #LI-VS1 #QC

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

• Do the right thing:
  We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
• Always curious:
  We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
• Embrace challenge:
  We aim high to transform our potential into meaningful outcomes. With ambition as…