About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter plc oversees £116.2 billion in customer investments (as at end September 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
The business is comprised of two segments: Affluent and High Net Worth.
Affluent encompasses the financial planning businesses, Quilter Financial Planning, the Quilter investment platform and Quilter Investors, the Multi-asset investment solutions business.
High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Private Client Advisers.
At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.
Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it\'s the perfect time to join us!
About the Role
Level: 3
Department: Paraplanning - National
Location: Homebased
Contract Type: Permanent
Regulated/Non-Regulated: Non-Regulated
As a Paraplanner in the Adviser Support Centre, you will work closely with advisers from within QFP and support adviser campaigns across the national.
- Build, develop, and maintain strong relationships with Paraplanners, Financial Planners, and Business Assurance Accessors.
- Create comprehensive suitability reports that exceed the minimum quality standards expected by QFP.
- Use research tools to analyze data and provide solutions to meet clients\' needs and objectives.
- Evidence reports to support research undertaken.
- Liaise with providers to obtain information.
- Manage central data systems and trackers.
- Embrace digital ways of working and enhance efficiencies.
- Work with the wider QFA team to contribute to Quilter\'s strategic priorities.
You will have -
Key Essential Experience, Skills, and Knowledge for a Paraplanner:
- Organisational and Planning Skills: Extensive ability to manage and prioritise tasks effectively.
- Attention to Detail: High level of accuracy, especially in writing tasks.
- Curiosity and Proactiveness: Naturally inquisitive and proactive in problem-solving, resourceful in finding solutions.
- Multi-tasking Ability: Comfortable managing multiple tasks simultaneously and meeting tight deadlines.
- Positive Attitude: Maintains a positive outlook and builds strong relationships with both internal and external stakeholders.
- Industry Experience: Experience within the financial planning industry, understanding processes and recommended products.
- Technical Proficiency: Proficient in Microsoft Office, including Word, Excel, and Outlook.
- Detail-Oriented: Ensures accuracy and thoroughness in all tasks.
- Proactive Problem Solver: Takes initiative to identify and solve problems.
- Resourceful: Able to find quick and clever ways to overcome difficulties.
- Efficient Multi-tasker: Manages multiple responsibilities effectively.
- Relationship Builder: Develops and maintains strong working relationships.
- Positive and Professional Attitude: Approaches work with a positive and professional manner.
- Level 4 Diploma in Financial Planning (Ideally or equivalent)
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.
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Contact Details:
Jobs via eFinancialCareers Recruitment Team
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We think this is how you could land Home Based Experienced Paraplanner - Quilter in London
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