Trainee Paraplanner

Quilter Cheviot; Leeds; Hybrid; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Holiday 26 days

Pension scheme

Private medical insurance

Life assurance

Income protection

Healthcare cash plan

Incentive scheme

Job summary

Quilter Cheviot is seeking a motivated individual to join the Investment Management Paraplanning team as a Trainee Paraplanner. You will support Financial Planners and experienced paraplanners in preparing financial planning recommendations and client reports while developing technical knowledge.

You will gain exposure to investments, retirement, protection, and estate planning as you progress through structured training and professional qualifications.

Qualifications

• Willingness to study towards Level 4 Diploma in Financial Planning.
• Strong numerical and analytical abilities with attention to detail.
• Good written and verbal communication and time management.

Responsibilities

• Support the preparation of suitability reports and client recommendations.
• Assist with research and analysis of financial planning solutions.
• Gather and review client information to support advice processes.
• Develop understanding of end-to-end paraplanning processes.
• Build technical knowledge through study and practical experience.
• Use internal systems to maintain records and produce documentation.
• Attend internal training and pursue industry qualifications.
• Maintain awareness of regulatory requirements and company policies.
• Collaborate with Financial Planners and Compliance teams to deliver outcomes.
• Share knowledge and support colleagues as part of the team.

Skills

Numerical skills

Analytical skills

Attention to detail

Communication skills

Time management

Team working

Education

Level 4 Diploma in Financial Planning

Tools

Microsoft Word

Microsoft Excel

Microsoft 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 wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.

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 wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. Quilter plc is a leading wealth management business, which oversees £157.4 billion in customer investments (as at 6th August 2026). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. 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: 2

Department: Investment Management

Location: Birmingham, Carlisle, Chester, Exeter, Leeds or London (Hybrid)

Contract: Permanent

The Trainee Paraplanner role is an excellent opportunity for an individual looking to build a long‑term career in financial planning. Working as part of the Paraplanning team, you will support Financial Planners and experienced Paraplanners in the preparation of financial planning recommendations and client reports, while developing your technical knowledge and working towards professional qualifications. You will gain exposure to a wide range of financial planning areas, including investment, retirement, protection, and estate planning. Through structured training, mentoring, and practical experience, you will develop the skills required to progress within the Paraplanning profession.

Key Responsibilities

• Support the preparation of suitability reports, financial planning documentation, and client recommendations.
• Assist with research and analysis of financial planning solutions across pensions, investments, protection, and other advice areas.
• Gather, review, and maintain client information to support advice processes.
• Develop an understanding of the end‑to‑end financial planning and paraplanning process.
• Build and apply technical knowledge gained through professional study and practical experience.
• Use internal systems and technology to accurately maintain records and produce documentation.
• Attend internal and external training courses and actively pursue industry qualifications.
• Maintain awareness of regulatory requirements and company policies.
• Contribute positively to team objectives, sharing knowledge and supporting colleagues where appropriate.
• Work collaboratively with Financial Planners, Administrators, Compliance teams, and other key stakeholders to deliver high‑quality client outcomes.

About You

We’re looking for a motivated individual with a strong interest in financial planning and a desire to develop a career within Paraplanning.

• Strong numerical, analytical, and problem‑solving skills.
• Excellent attention to detail and ability to produce accurate work.
• Strong written and verbal communication skills.
• Ability to organise and prioritise workloads effectively while meeting deadlines.
• Proactive approach to learning and self‑development.
• Ability to understand, interpret and apply technical information.
• Strong team‑working skills and willingness to support colleagues.
• Professional and responsible approach to work.
• Confidence in using technology and business systems.
• Good working knowledge of Microsoft Office, particularly Word, Excel, and Outlook.
• Experience of financial services administration or financial planning support activities would be beneficial but is not essential.

Working towards, or committed to achieving, the Level 4 Diploma in Financial Planning or an equivalent professional qualification.

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.