Paraplanner

Quilter Cheviot; Carlisle; On-site; GBP 32,000 - 45,000; Full time

Benefits offered by this job

Holiday 26 days

Pension scheme

Private Medical Insurance

Life Assurance

Income Protection

Flexible benefits

Job summary

Quilter Cheviot is seeking a Paraplanner to join our Wealth Planning team across Birmingham, Exeter, Carlisle or Leeds. You will prepare in-depth reports for Advisers, determine suitable financial planning recommendations, and present reports clearly and accurately within FCA guidelines.

The role requires paraplanning experience, CII QCF Level 4 Diploma (or near completion), and strong MS Office skills. You’ll work in a collaborative pod structure within the Financial Planning department.

Qualifications

• Previous paraplanning experience.
• CII QCF Level 4 Diploma or equivalent or close to achieving.
• Excellent report writing and presentation skills.

Responsibilities

• Provide in-depth reports and analysis to Advisers for client recommendations.
• Liaise with Advisers to determine appropriate recommendations for clients’ financial planning.
• Determine the most suitable solutions and recommendations from Adviser-provided information.
• Decide on the best presentation format for reports with all necessary information.
• Complete work within required timescales and maintain standards.
• Stay up-to-date with Quilter Cheviot guidelines and competency tests.
• Ensure customers are treated fairly and highlight any concerns.
• Provide Paraplanning services to Financial Advisers within FCA Regulations.

Skills

Paraplanning experience

Report writing

Analytical

Communication skills

Microsoft Office

Education

CII QCF Level 4 Diploma

Tools

Defaqto Engage

Analytics

X-Plan

Word/Excel/Outlook

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

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.