At a Glance
- Tasks: Support Financial Planners in preparing financial recommendations and client reports.
- Company: Join Quilter Cheviot, a leader in investment management with a supportive culture.
- Benefits: Hybrid role with training towards professional qualifications and career progression.
- Other info: Enjoy a dynamic work environment with opportunities for growth.
- Why this job: Kickstart your wealth planning career with hands-on experience and mentorship.
- 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 to join the Investment Management team.
This permanent, hybrid role offers training toward professional qualifications while supporting Financial Planners and experienced paraplanners in preparing financial planning recommendations and client reports.
You will gain exposure to investment, retirement, protection and estate planning with structured training, mentoring, and practical experience to progress in paraplanning.
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Trainee Paraplanner: Build Your Wealth Planning Career 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.
