Paraplanner: In-Depth Reports Advisers
Job Description & How to Apply Below
Quilter plc is looking for a Paraplanner at their Exeter location to provide in-depth analysis and support to Advisers. The role involves liaising with Advisers to ensure suitable financial planning solutions are presented to clients, while adhering to FCA Regulations.
The ideal candidate will be proficient in Microsoft Office, possess strong communication skills, and be CII QCF Level 4 Diploma qualified or very close to achieving this qualification. A comprehensive benefits package is offered, including private medical insurance and a non-contributory pension scheme.
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