At a Glance
- Tasks: Support Financial Planners in creating financial recommendations and client reports.
- Company: Join Quilter Cheviot, a leader in investment management.
- Benefits: Gain valuable training, mentoring, and pursue professional qualifications.
- Other info: Dynamic team environment with a focus on personal and professional development.
- Why this job: Kickstart your finance career with hands-on experience and growth opportunities.
- Qualifications: No prior experience needed; just a passion for finance and learning.
The predicted salary is between 25650 - 31350 £ per year.
Quilter Cheviot is seeking a Trainee Paraplanner in the Investment Management team.
You will support Financial Planners and senior Paraplanners in preparing financial planning recommendations and client reports while you build technical knowledge and pursue professional qualifications.
You will gain exposure to investment, retirement, protection and estate planning, through structured training, mentoring and practical experience to progress within Paraplanning.
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Trainee Paraplanner: Start Your Finance Career in Carlisle employer: Quilter Cheviot
Quilter Cheviot is an exceptional employer, offering a dynamic work culture in the heart of London that fosters professional growth and collaboration. With a hybrid working model and a comprehensive benefits package, employees are empowered to thrive both personally and professionally while contributing to a leading firm in the Financial Services sector.
