Fully Remote Paraplanner

Quilter plc; Greater London; Remote; GBP 30,000 - 60,000; Full time

Job summary

An established industry player in wealth management is seeking a proactive Paraplanner to join their Adviser Support Centre. In this role, you will work closely with financial advisers, creating detailed reports and conducting thorough research to meet client needs. You will be part of a dynamic team that values curiosity and collaboration, ensuring high-quality outcomes for clients. This is a fantastic opportunity to contribute to a company that is committed to transforming the financial planning landscape and making a meaningful impact on clients' futures. If you are detail-oriented and passionate about financial services, this role is perfect for you.

Benefits

26 days holiday

Incentive scheme

Non-contributory pension scheme

Private medical insurance

Life assurance

Income protection

Flexible working options

Qualifications

• Experience in financial planning and report generation.
• Strong organisational skills and attention to detail are essential.

Responsibilities

• Support advisers by creating comprehensive suitability reports.
• Manage data systems and enhance efficiencies in processes.

Skills

Organisational Skills

Attention to Detail

Problem Solving

Multi-tasking

Relationship Building

Financial Planning Knowledge

Microsoft Office Proficiency

Education

Level 4 Diploma in Financial Planning

Tools

Research Tools

Data Management Systems

Job description

time left to apply End Date: January 21, 2025 (24 days left to apply)

job requisition id R4147

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter plc oversees £116.2 billion in customer investments (as at end September 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

The business is comprised of two segments: Affluent and High Net Worth.

Affluent encompasses the financial planning businesses, Quilter Financial Planning, the Quilter investment platform and Quilter Investors, the Multi-asset investment solutions business.

High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Private Client Advisers.

At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.

Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!

About the Role

Level: 3

Department: Quilter Financial Advisers - National

Location: Remote

Contract: Permanent

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

• 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.

Whilst this isn’t a directly customer-facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by:

• Ensuring the accuracy and quality of financial reports and recommendations.
• Supporting Financial Planners with detailed research and analysis to inform client strategies.
• Streamlining processes to enhance efficiency and service delivery.
• Collaborating with team members to ensure a cohesive approach to client care.
• Using digital tools to improve data management and reporting accuracy.
• Providing timely and reliable information to assist in decision-making.

About You

Key Essential Experience, Skills, and Knowledge for a Paraplanner:

• 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 within the financial planning industry, understanding processes and recommended products.
• Technical Proficiency: Proficient in Microsoft Office, including Word, Excel, and Outlook.

Must-Have Behaviours and Competencies:

• 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.

Professional Qualifications:

• Level 4 Diploma in Financial Planning (or equivalent) is desirable but will consider candidates currently studying for this as well.

Inclusion & Diversity

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.

Values

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 our driving force and a steadfast commitment to growth, we succeed for the good of every generation.

Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only.

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

Flexible Working

At Quilter, we believe our workplace needs to work for you, and we want to enable that by creating an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us.

About Us

Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.

In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.

Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.

Quilter is committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds, and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility, we will try our very best to accommodate.