Quilter Cheviot is seeking a Paraplanner to join the Financial Planning team across Birmingham, Exeter, Carlisle or Leeds. You will provide in-depth reports and analysis to Advisers to enable client recommendations and ensure compliance with FCA regulations.
Working within a collaborative pod structure, you will help determine appropriate recommendations, present reports clearly, manage workloads to tight timescales and maintain up-to-date knowledge of Quilter Cheviot guidelines and industry
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Paraplanner, Wealth Planning & Client Reports in Exeter 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.
