At a Glance
- Tasks: Support financial advisers by creating detailed reports and conducting research to meet client needs.
- Company: Join Quilter, a leading wealth management firm focused on brighter financial futures.
- Benefits: Enjoy 26 days holiday, a pension scheme, and flexible benefits tailored to you.
- Other info: Be part of a diverse team that values curiosity, integrity, and collaboration.
- Why this job: Make a real impact in the financial planning industry while working remotely.
- Qualifications: 2-3 years experience as a Paraplanner and a Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 35000 - 45000 £ per year.
Fixed Term Contract Duration - 12 Months
About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in customer investments (as of December 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.
Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!
About the Role
Level: 3
Department: Quilter Financial Advisers - National
Location: Fully Remote
Contract: Fixed Term Contract
Contract duration: 12 months
As a Paraplanner in the Adviser Support Centre, you will work closely with advisers from within QFP and support adviser campaigns across the national.
- Build, develop, and maintain strong relationships with Paraplanners, Financial Planners, and Business Assurance Accessors.
- Create comprehensive suitability reports that exceed the minimum quality standards expected by QFP.
- Use research tools to analyse data and provide solutions to meet clients’ needs and objectives.
- Evidence reports to support research undertaken.
- Liaise with providers to obtain information.
- Manage central data systems and trackers.
- Embrace digital ways of working and enhance efficiencies.
- Work with the wider QFA team to contribute to Quilter’s strategic priorities.
Regulatory obligations
Whilst this isn’t a directly customer-facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by:
- Ensuring the accuracy and quality of financial reports and recommendations.
- Supporting Financial Planners with detailed research and analysis to inform client strategies.
- Streamlining processes to enhance efficiency and service delivery.
- Collaborating with team members to ensure a cohesive approach to client care.
- Using digital tools to improve data management and reporting accuracy.
- Providing timely and reliable information to assist in decision-making.
About You
Key Essential Experience, Skills, and Knowledge for a Paraplanner:
- Organisational and Planning Skills: Extensive ability to manage and prioritise tasks effectively.
- Attention to Detail: High level of accuracy, especially in writing tasks.
- Curiosity and Proactiveness: Naturally inquisitive and proactive in problem-solving, resourceful in finding solutions.
- Multi-tasking Ability: Comfortable managing multiple tasks simultaneously and meeting tight deadlines.
- Positive Attitude: Maintains a positive outlook and builds strong relationships with both internal and external stakeholders.
- Industry Experience: Experience within the financial planning industry, understanding processes and recommended products.
- Technical Proficiency: Proficient in Microsoft Office, including Word, Excel, and Outlook.
Must-Have Behaviours and Competencies:
- Detail-Oriented: Ensures accuracy and thoroughness in all tasks.
- Proactive Problem Solver: Takes initiative to identify and solve problems.
- Resourceful: Able to find quick and clever ways to overcome difficulties.
- Efficient Multi-tasker: Manages multiple responsibilities effectively.
- Relationship Builder: Develops and maintains strong working relationships.
- Positive and Professional Attitude: Approaches work with a positive and professional manner.
Experience as a Paraplanner (2-3 years)
Professional Qualifications:
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Level 6 Diploma in Regulated Financial Planning (Desirable)
Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Values
- Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
- Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
- Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
- Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.
Core Benefits
- Holiday: 182 hours (26 days)
- Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
- Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
- Healthcare Cash Plan: Jersey employees only.
- Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.
In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.
Home Based Experienced Paraplanner - 35 hrs per wk employer: Quilter plc
Quilter plc is an exceptional employer that prioritises employee growth and well-being, offering a fully remote Paraplanner role with a supportive work culture that values integrity, curiosity, and collaboration. With comprehensive benefits including a generous holiday allowance, an incentive scheme, and a non-contributory pension plan, Quilter fosters an environment where employees can thrive and contribute to meaningful financial outcomes for clients. Join us in our mission to transform the wealth management landscape while enjoying the flexibility and support that comes with being part of a forward-thinking team.
StudySmarter Expert Advice🤫
We think this is how you could land Home Based Experienced Paraplanner - 35 hrs per wk
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and industry trends. Be ready to discuss how your experience aligns with Quilter's values, especially around being proactive and detail-oriented. Show them you’re not just a fit for the role, but for their culture too!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a great way to keep your name fresh in their minds and show your enthusiasm for the position.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner gig! We love seeing candidates who take the initiative to engage directly with us. Plus, it shows you’re serious about joining the Quilter team!
We think you need these skills to ace Home Based Experienced Paraplanner - 35 hrs per wk
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience in financial planning and showcase how your skills align with what we’re looking for at Quilter.
Show Off Your Attention to Detail:Since accuracy is key in this role, demonstrate your attention to detail in your application. Double-check for any typos or errors, and ensure your suitability reports are clear and concise.
Be Proactive and Curious:We love candidates who show initiative! In your application, mention any examples where you’ve taken the lead on a project or solved a problem creatively. This will show us you’re the proactive problem solver we need.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way to ensure it gets to the right people and shows you’re serious about joining our team at Quilter.
How to prepare for a job interview at Quilter plc
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the specific services Quilter offers. Familiarise yourself with their approach to wealth management and be ready to discuss how your experience aligns with their goals.
✨Showcase Your Attention to Detail
As a Paraplanner, accuracy is key. Prepare examples from your past work where your attention to detail made a difference. Bring along any reports or documents you've created that demonstrate your ability to produce high-quality work.
✨Be Proactive in Problem-Solving
Quilter values curiosity and proactiveness. Think of instances where you identified a problem and took the initiative to solve it. Be ready to share these stories during your interview to highlight your resourcefulness.
✨Build Rapport
Since this role involves collaboration, practice building rapport with your interviewers. Engage them in conversation, ask insightful questions about the team dynamics, and show your enthusiasm for working together to achieve common goals.
