Quilter Cheviot is expanding its paraplanning team in the Birmingham region, with roles across Birmingham, Leeds, Carlisle and Exeter. The role focuses on delivering in-depth reports and analysis to Advisers, liaising to determine suitable client recommendations and presenting clear, compliant reports within FCA guidelines.
You will support Financial Advisers and help ensure high-quality paraplanning services while maintaining strong organisational and communication skills, in a collaborative
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Paraplanner: In-Depth Financial Planning Reports in Birmingham employer: Quilter
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, you will have the opportunity to engage with diverse teams and contribute to strategic initiatives within the asset management division. Our inclusive culture, comprehensive benefits package, and focus on integrity and curiosity make Quilter a rewarding place to build your career.
