Quilter Cheviot is seeking a Trainee Paraplanner to join the Investment Management team. You will support Financial Planners and senior Paraplanners in preparing financial planning recommendations and client reports, while developing technical knowledge and working towards professional qualifications.
You will gain exposure to investment, retirement, protection and estate planning topics, with structured training, mentoring and practical experience to progress in Paraplanning.
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Trainee Paraplanner: Start Your Financial Planning Career 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.
