At a Glance
- Tasks: Support Financial Planners in creating recommendations and client reports.
- Company: Join Quilter plc, a leader in financial planning with a supportive culture.
- Benefits: Hybrid work, structured training, and opportunities for professional qualifications.
- Other info: Dynamic role with clear progression in the paraplanning profession.
- Why this job: Kickstart your career in financial planning with hands-on experience and mentorship.
- Qualifications: Motivated individuals eager to learn about finance and planning.
The predicted salary is between 38250 - 46750 £ per year.
Quilter plc is seeking a motivated Trainee Paraplanner in Birmingham (Hybrid).
You will support Financial Planners and paraplanners in preparing financial planning recommendations and client reports while developing your technical knowledge and pursuing professional qualifications.
You will gain exposure to investments, retirement, protection, and estate planning through structured training, mentoring, and practical experience, progressing within the paraplanning profession.
#J-18808-Ljbffr
Trainee Paraplanner: Build a Career in Financial Planning in Birmingham employer: Quilter plc
Quilter plc is an exceptional employer, offering a dynamic work environment in London where innovation and collaboration thrive. With a strong commitment to employee growth, we provide extensive training opportunities and a supportive culture that values diversity and inclusivity. Our comprehensive benefits package, including a generous holiday allowance and a non-contributory pension scheme, ensures that our employees are well taken care of while they contribute to our mission of being the UK's best wealth manager.
