Wealth Planning Paraplanner

Quilter Cheviot; Birmingham; Presencial; GBP 36.000 - 48.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Holiday 26 days

Pension scheme

Private medical insurance

Life assurance

Income protection

Healthcare cash plan

Incentive scheme

Descripción de la vacante

Quilter Cheviot is seeking a Paraplanner to join the Financial Planning team across Birmingham, Leeds, Carlisle, or Exeter. You will produce in-depth reports, liaise with Advisers, and tailor recommendations to client needs within FCA guidelines.

The role requires paraplanning experience, a CII QCF Level 4 Diploma (or near completion), and strong communication and analytical skills. A permanent, on-site position with a structured training path and professional development opportunities.

Formación

• Previous paraplanning experience is essential.
• CII QCF Level 4 Diploma (or near completion) is required.
• Excellent report writing and presentation skills are essential.
• Analytical mindset and attention to detail are important.
• Familiarity with Defaqto Engage, Analytics and X-Plan is desirable.

Responsabilidades

• Provide in-depth reports and analysis to Advisers to support client recommendations.
• Liaise with Advisers to determine appropriate financial planning recommendations.
• Determine the most suitable solutions based on Adviser inputs and client needs.
• Present reports clearly and ensure all necessary information is included.
• Complete work within required timescales and to high standards.
• Stay up to date with Quilter Cheviot guidelines and regulatory changes via competency tests.
• Ensure customers are treated fairly and raise concerns when needed.

Conocimientos

Paraplanning experience

Communication skills

Microsoft Office

Analytical thinking

Report writing

Educación

CII QCF Level 4 Diploma

Herramientas

Defaqto Engage

Analytics

X-Plan

Descripción del empleo

Quilter Cheviot is seeking a Paraplanner to join the Financial Planning team across Birmingham, Leeds, Carlisle, or Exeter. You will produce in-depth reports, liaise with Advisers, and tailor recommendations to client needs within FCA guidelines.

The role requires paraplanning experience, a CII QCF Level 4 Diploma (or near completion), and strong communication and analytical skills. A permanent, on-site position with a structured training path and professional development opportunities.