Trainee Paraplanner - Start Your Wealth Planning Career

Quilter Cheviot; Chester; Hybrid; GBP 23,000 - 32,000; Full time

Benefits offered by this job

Holiday 26 days

Pension scheme

Private Medical Insurance

Life Assurance

Income Protection

Healthcare Cash Plan

Quilter Incentive Scheme

Job summary

Quilter Cheviot is seeking a motivated Trainee Paraplanner to join its Investment Management team. You will support Financial Planners and experienced paraplanners in preparing reports and client documents while developing technical knowledge through a structured training programme.

This permanent, hybrid role exposes you to pensions, investments, protection and estate planning as you work towards Level 4 Diploma in Financial Planning with mentoring and study support.

Qualifications

• Strong numerical, analytical and problem‑solving abilities.
• Attention to detail with the ability to produce accurate work.
• Good written and spoken communication skills.
• Organise and prioritise workloads to meet deadlines.

Responsibilities

• Support the preparation of suitability reports, financial planning documentation and client recommendations.
• Assist with research and analysis across pensions, investments, protection and other advice areas.
• Gather, review and maintain client information to support advice processes.
• Develop understanding of end‑to‑end paraplanning processes.
• Attend internal training and pursue industry qualifications.

Skills

Numerical reasoning

Analytical thinking

Attention to detail

Written communication

Time management

Technical reading

Teamwork

Professional conduct

Technology proficiency

MS Office proficiency

Education

Level 4 Diploma in Financial Planning (or equivalent)

Tools

Microsoft Office

Job description

Quilter Cheviot is seeking a motivated Trainee Paraplanner to join its Investment Management team. You will support Financial Planners and experienced paraplanners in preparing reports and client documents while developing technical knowledge through a structured training programme.

This permanent, hybrid role exposes you to pensions, investments, protection and estate planning as you work towards Level 4 Diploma in Financial Planning with mentoring and study support.