Paraplanner - Wealth Planning & Client Reports
Listed on 2026-10-10
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting, Financial Services
Quilter Cheviot is seeking a paraplanner to join our regional teams in Birmingham, Leeds, Carlisle or Exeter. You will provide in-depth reports and analysis to Advisers to enable client recommendations, liaise to determine the most appropriate solutions, and present the findings clearly and compliantly within FCA regulations.
The role requires a CII QCF Level 4 Diploma (or near to achieving), excellent report-writing and communication skills, and proficiency with Defaqto Engage, Analytics and
We have an opening for a Paraplanner - Wealth Planning & Client Reports in Exeter, England, United Kingdom within Finance.
The position is based in Exeter, England, United Kingdom.
This opportunity is part of our work in Finance.
The advertised compensation is 34.000 - 48.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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