Hybrid Paraplanner: Expert Financial Planning Support

Quilter Cheviot - Financial Planning; Leeds; Hybrid; GBP 32,000 - 42,000; Full time

Job summary

Quilter Cheviot – Financial Planning is seeking a Paraplanner for a full-time hybrid role in the Greater Leeds Area. You will support Financial Planners, prepare client files, and conduct financial research to aid recommendations.

Responsibilities include drafting suitability reports, modelling scenarios, and ensuring compliance with UK regulations. A Diploma in Financial Planning or equivalent is welcomed, with strong analytical and writing skills valued.

Qualifications

• Knowledge of financial planning and tax products to support client objectives.
• Strong analytical skills to interpret data, assess risk and evaluate investment solutions.
• Proficient in report writing and communicating clearly in writing for suitability reports.
• Pursuing or holding Diploma in Financial Planning or equivalent and familiarity with UK regulation.
• Excellent attention to detail, organisational skills and ability to manage multiple tasks in a hybrid setup.

Responsibilities

• Support Financial Planners by preparing and maintaining client files.
• Conduct financial research and analysis and model scenarios.
• Draft suitability reports and recommendation documents.
• Collaborate with advisors, product providers, and stakeholders.
• Ensure advice aligns with UK regulations and internal compliance.
• Maintain up-to-date knowledge of financial planning and contribute to improvements.

Skills

Financial Planning

Analytical Skills

Report Writing

Written Communication

Education

Diploma in Financial Planning (or equivalent)

Tools

Financial planning software

CRM systems

Office tools

Job description

Quilter Cheviot – Financial Planning is seeking a Paraplanner for a full-time hybrid role in the Greater Leeds Area. You will support Financial Planners, prepare client files, and conduct financial research to aid recommendations.

Responsibilities include drafting suitability reports, modelling scenarios, and ensuring compliance with UK regulations. A Diploma in Financial Planning or equivalent is welcomed, with strong analytical and writing skills valued.