Senior Paraplanner (Remote) – Wealth Planning Support

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.

As a Paraplanning in the Adviser Support Centre, you will work closely with advisers from within QFP and support adviser campaigns across the National. Responsibilities include:

• 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.
• Evidencing 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.

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 years.

Mandatory Professional Qualifications:

• Level 4 Diploma in Regulated Financial Planning (or equivalent).

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.

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.