Quilter Cheviot is seeking a Paraplanner to join our Wealth Planning team across Birmingham, Exeter, Carlisle or Leeds. You will prepare in-depth reports for Advisers, determine suitable financial planning recommendations, and present reports clearly and accurately within FCA guidelines.
The role requires paraplanning experience, CII QCF Level 4 Diploma (or near completion), and strong MS Office skills. You’ll work in a collaborative pod structure within the Financial Planning department.
#J-18808-Ljbffr
Paraplanner, Financial Planning Specialist in Carlisle 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.
