Company Description
Quilter Cheviot – Financial Planning provides forward-looking, tailored financial advice to help individuals navigate the complexities of planning for their future. The team invests time to understand each client’s personal circumstances and goals, creating bespoke plans that support life milestones, retirement planning, wealth protection, and effective management of lump sums. Clients benefit from ongoing support and guidance, with an emphasis on clear communication and responsible financial decision-making. The practice operates within a regulated environment and promotes informed investing, highlighting that investment values can fluctuate and may not be suitable for everyone. More information about Quilter Cheviot – Financial Planning is available on their website.
Role Description
The Paraplanner role is a full-time hybrid position based in the Greater Leeds Area, with flexibility for some work from home. Day-to-day responsibilities include supporting Financial Planners in preparing and maintaining client files, conducting detailed financial research and analysis, and drafting suitability reports and recommendation documents. The role involves collating and interpreting client information, modelling financial scenarios, and ensuring advice aligns with regulatory requirements and internal compliance standards. The Paraplanner will liaise with advisors, product providers, and other stakeholders to gather information, implement recommendations, and help maintain high-quality client service. The role also includes maintaining up-to-date knowledge of financial planning, tax, and investment products and contributing to process improvements within the team.
Qualifications
- Strong skills in Financial Planning and Finance, with the ability to understand client objectives and develop appropriate strategies.
- Proficiency in Analytical Skills and Investments, including interpreting data, assessing risk, and evaluating investment solutions.
- Ability in Report Writing and written communication, producing clear, accurate, and compliant suitability reports and client documentation.
- Relevant professional qualifications (e.g., progress toward or completion of Diploma in Financial Planning or equivalent) and familiarity with UK regulatory requirements.
- High attention to detail, strong organisational skills, and the ability to manage multiple tasks and deadlines in a hybrid working environment.
- Comfort with financial planning software, CRM systems, and standard office applications; willingness to learn new tools and processes.
- Collaborative working style, with the ability to support Financial Planners and engage professionally with clients and third parties.
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Contact Details:
Quilter Cheviot - Financial Planning Recruitment Team
