Paraplanner

Quilter plc; Birmingham, Exeter, Carlisle, Leeds; On-site; GBP 34,000 - 48,000; Full time

Benefits offered by this job

Holiday: 26 days

Pension scheme

Private medical insurance

Life assurance

Income protection

Job summary

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

Qualifications

• Previous paraplanning experience or equivalent and working towards/holding CII QCF Level 4 Diploma.
• Excellent report writing and presentation skills.
• Analytically minded with strong numerical and analytical abilities.
• Knowledge of Financial Services providers and platforms; familiarity with Defaqto Engage, Analytics and X-Plan desirable.
• Excellent written and verbal communication; proficient with Microsoft Office.

Responsibilities

• Provide in-depth reports and analysis to Advisers for client recommendations.
• Liaise with Advisers to determine the most appropriate recommendations.
• Determine the best way to present reports with all necessary information.
• Ensure work is completed within timescales and to Quilter Cheviot standards.
• Stay up to date with competency requirements and FCA guidelines; ensure fair treatment of customers.

Skills

Analytical

Report writing

Communication skills

MS Office

Education

CII QCF Level 4 Diploma

Tools

Defaqto Engage

Analytics

X-Plan

Job description

About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024). If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

About the Role

Level: 3 Department: Financial Planning Location: Birmingham, Leeds, Carlisle, Exeter Contract: Permanent

This is an exciting opportunity to join either our Birmingham, Exeter, Carlisle or Leeds region as part of the paraplanning team. You will be working within a pod structure where organisation, teamwork and communication is vital.

Key responsibilities

The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients. Liaison with Advisers to determine the most appropriate recommendations for clients financial planning. From the information provided by the Adviser determine the most appropriate solution and recommendations to meet the clients’ needs. Determine the most appropriate way of presenting the report and ensure that it contains all the necessary information. Ensuring that all work is completed within the required timescales and to the standards required. Ensure that you have a thorough understanding of Quilter Cheviot guidelines and keep up to date with changes via completion of regular competency tests. In your role you should constantly ensure that customers are being treated fairly and highlight any situations where you believe this is not the case. Providing Paraplanning services to Financial Advisers within FCA Regulations.

About You

Previous experience of paraplanning CII QCF Level 4 Diploma qualified or equivalent (or very close to achieving). Excellent report writing and presentation skills. Analytically minded. Knowledge of Financial Services Industry providers, platforms, analytical tools such as Defaqto Engage and Analytics, X-Plan desirable. Excellent communication skills, both oral and written, including being proficient in the use of technology. Good interpersonal skills. Proficient in the use of Microsoft Office including Word, Excel and Microsoft outlook. Ability to organise workloads and prioritise effectively #LI-VS1 #QC

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. We create brighter financial futures for every generation. We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that's happening in the world today, our role in society has never been more meaningful. 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. We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us. We believe our workplace needs to work for you, so we offer 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 to learn more. We are 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.