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.
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Wealth Planning Paraplanner in Birmingham employer: Quilter Cheviot
Quilter Cheviot is an exceptional employer, offering a dynamic work environment that fosters professional growth and collaboration. With a strong commitment to inclusivity and employee well-being, we provide comprehensive benefits including a generous holiday allowance, a non-contributory pension scheme, and private medical insurance. Our hybrid working model across key UK locations allows for flexibility while being part of a team dedicated to delivering outstanding client outcomes and shaping the future of wealth management.
