Fully Remote Paraplanner

About The Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in customer investments (as of December 2025). It offers financial advice, investment platforms, multi‑asset investment solutions, and discretionary fund management. The business comprises two segments:
Affluent and High Net Worth. Affluent includes Quilter Financial Planning, the Quilter Investment Platform, and Quilter Investors. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter is not complacent; its foundations are rooted in extraordinary expertise trusted by hundreds of thousands of customers.

The business is constantly transforming, modernising, and becoming more customer‑centric. If you want to bring bold ideas, challenge the status quo, and join a forward‑thinking team, this is the right time to apply.

Level: 3
Department:
Quilter Financial Advisers – National

Location:

Fully Remote

Contract:

Permanent

As a Paraplanner in the Adviser Support Centre you will work closely with advisers within QFP and support adviser campaigns across the nation.

• Build, develop, and maintain strong relationships with Paraplanners, Financial Planners, and Business Assurance Accessors.
• Create comprehensive suitability reports that exceed the minimum quality standards expected by QFP.
• Use research tools to analyse data and provide solutions to meet clients’ needs and objectives.
• Evidence reports to support research undertaken.
• Liaise with providers to obtain information.
• Manage central data systems and trackers.
• Embrace digital ways of working and enhance efficiencies.
• Work with the wider QFA team to contribute to Quilter’s strategic priorities.

While this is not a directly customer‑facing role, your duties contribute to positive outcomes for our customers by ensuring accuracy and quality of financial reports and recommendations. You will support Financial Planners with detailed research and analysis, streamline processes, collaborate with the team, use digital tools, and provide timely, reliable information to aid decision‑making.

• Organisational and Planning
  
  Skills:
  
  Extensive ability to manage and prioritise tasks effectively.
• Attention to Detail:
  High level of accuracy, especially in writing tasks.
• Curiosity and Proactiveness:
  Naturally inquisitive and proactive in problem‑solving, resourceful in finding solutions.
• Multi‑tasking Ability:
  Comfortable managing multiple tasks simultaneously and meeting tight deadlines.
• Positive Attitude:
  Maintains a positive outlook and builds strong relationships with both internal and external stakeholders.
• Industry
  
  Experience:
  
  Experience with in the financial planning industry, understanding processes and recommended products.
• Technical Proficiency:
  Proficient in Microsoft Office, including Word, Excel, and Outlook.

• Detail‑Oriented:
  Ensures accuracy and thoroughness in all tasks.
• Proactive Problem Solver:
  Takes initiative to identify and solve problems.
• Resourceful:
  Able to find quick and clever ways to overcome difficulties.
• Efficient Multi‑tasker:
  Manages multiple responsibilities effectively.
• Relationship Builder:
  Develops and maintains strong working relationships.
• Positive and Professional Attitude:
  Approaches work with a positive and professional manner.

• Level 4 Diploma in Financial Planning (or equivalent) is desirable; candidates currently studying for this level will also be considered.

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,…