Trainee Paraplanner: Launch Your Financial Planning Career

Quilter Cheviot; Greater London; Hybrid; GBP 24,000 - 36,000; Full time

Benefits offered by this job

Holiday 26 days

Private Medical Insurance

Pension Scheme

Life Assurance

Income Protection

Healthcare Cash Plan

Incentive Scheme

Job summary

Quilter Cheviot invites applications for a Trainee Paraplanner. Based in a hybrid model across Birmingham, London, and other UK locations, you will support Financial Planners and paraplanners while building technical financial planning knowledge and working toward professional qualifications.

You will gain exposure to investment, retirement, protection, and estate planning, with structured training, mentoring, and practical experience guiding your development within paraplanning.

Qualifications

• Interest in financial planning and desire to develop a career in 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.

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.

Skills

Numerical skills

Attention to detail

Communication skills

Time management

Self-learning

Technical understanding

Teamwork

Professionalism

Tech savvy

MS Office

Education

Level 4 Diploma in Financial Planning

Job description

Quilter Cheviot invites applications for a Trainee Paraplanner. Based in a hybrid model across Birmingham, London, and other UK locations, you will support Financial Planners and paraplanners while building technical financial planning knowledge and working toward professional qualifications.

You will gain exposure to investment, retirement, protection, and estate planning, with structured training, mentoring, and practical experience guiding your development within paraplanning.