At a Glance
- Tasks: Support Financial Planners in preparing financial recommendations and client reports.
- Company: Join Quilter Cheviot, a leading UK wealth management firm with over 250 years of experience.
- Benefits: Enjoy competitive salary, generous holiday, private medical insurance, and a pension scheme.
- Other info: Collaborative team environment with excellent growth potential and commitment to diversity.
- Why this job: Kickstart your career in financial planning with hands-on training and professional development opportunities.
- Qualifications: Strong interest in financial planning, analytical skills, and a proactive approach to learning.
About the Business
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.
Quilter plc is a leading wealth management business, which oversees £157.4 billion in customer investments (as at 6th August 2026). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.
About the Role
Level: 2
Department: Investment Management
Location: Birmingham, Carlisle, Chester, Exeter, Leeds or London (Hybrid)
Contract: Permanent
The Trainee Paraplanner role is an excellent opportunity for an individual looking to build a long-term career in financial planning. Working as part of the Paraplanning team, you will support Financial Planners and experienced Paraplanners in the preparation of financial planning recommendations and client reports, while developing your technical knowledge and working towards professional qualifications.
You will gain exposure to a wide range of financial planning areas, including investment, retirement, protection, and estate planning. Through structured training, mentoring, and practical experience, you will develop the skills required to progress within the Paraplanning profession.
Key responsibilities:
- Support the preparation of suitability reports, financial planning documentation, and client recommendations.
- Assist with research and analysis of financial planning solutions across pensions, investments, protection, and other advice areas.
- Gather, review, and maintain client information to support advice processes.
- Develop an understanding of the end-to-end financial planning and paraplanning process.
- Build and apply technical knowledge gained through professional study and practical experience.
- Use internal systems and technology to accurately maintain records and produce documentation.
- Attend internal and external training courses and actively pursue industry qualifications.
- Maintain awareness of regulatory requirements and company policies.
- Contribute positively to team objectives, sharing knowledge and supporting colleagues where appropriate.
- Work collaboratively with Financial Planners, Administrators, Compliance teams, and other key stakeholders to deliver high-quality client outcomes.
About You
We're looking for a motivated individual with a strong interest in financial planning and a desire to develop a career within Paraplanning.
- Strong numerical, analytical, and problem-solving skills.
- Excellent attention to detail and ability to produce accurate work.
- Strong written and verbal communication skills.
- Ability to organise and prioritise workloads effectively while meeting deadlines.
- Proactive approach to learning and self-development.
- Ability to understand, interpret, and apply technical information.
- Strong team-working skills and willingness to support colleagues.
- Professional and responsible approach to work.
- Confidence in using technology and business systems.
- Good working knowledge of Microsoft Office, particularly Word, Excel, and Outlook.
- Experience of financial services administration or financial planning support activities would be beneficial but is not essential.
- Working towards, or committed to achieving, the Level 4 Diploma in Financial Planning or an equivalent professional qualification.
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.
- Embrace challenge: We aim high to transform our potential into meaningful outcomes.
- Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone.
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.
- Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
- Life Assurance: 4x your salary.
- Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
- Healthcare Cash Plan: Jersey employees only.
Trainee Paraplanner in Birmingham employer: Quilter
Quilter is an exceptional employer located in the vibrant city of Southampton, offering a dynamic work culture that fosters collaboration and innovation. As a Wealth Sales Consultant, you will benefit from flexible working arrangements, comprehensive training, and opportunities for professional growth within the financial services sector. With a strong focus on employee well-being, including a robust pension scheme and medical insurance, Quilter is dedicated to supporting your career while ensuring a rewarding work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Paraplanner in Birmingham
✨Get Involved with University Events
Trainee roles in financial controlling often pop up through university career fairs and networking events. Join finance-related societies at your university so you can mingle with professionals and get the insider scoop on who’s hiring. Plus, these events often have companies like Quilter actively scouting for fresh talent, so get your face out there!
✨Show Off Your Excel Skills
Financial controlling is all about crunching numbers and analysis, so make sure you highlight any relevant skills, especially in Excel. Consider creating a portfolio showcasing your analytical projects or even doing a small financial analysis on a company like Quilter. This will not only impress them but also show you’re proactive!
✨Leverage Professional Networks
Connect with professionals in the financial controlling space through platforms like LinkedIn. Join finance groups and participate in discussions. Even better, search for mentors who can guide you through the maze of securing a trainee role. It’s all about building those connections!
✨Apply through Your University
Many firms, including Quilter, have partnerships with universities for trainee positions. Make sure you utilise your university's career services to get access to exclusive openings and even mock interview practice. Don’t just submit your application blindly—tap into this resource to maximise your chances of landing that trainee position.
Some tips for your application 🫡
Show Off Your Academic Credentials:In the financial controlling world, your grades matter! Highlight your academic achievements, especially in relevant subjects like finance, accounting, or economics in your CV. If you’ve completed any finance-related courses or certifications, don’t shy away from boasting about them!
Quantify Your Experience:Employers love numbers! When describing any work experience or projects on your CV, try to include metrics or results. For example, if you managed a budget or helped cut costs for a project, mention how much you saved or increased efficiency. This shows you can make an impact.
Express Your Passion in the Cover Letter:As a trainee, your eagerness to learn is crucial. Use your cover letter to convey your enthusiasm for finance. Share what intrigues you about financial controlling and how this role at Quilter can help you grow your skills and knowledge in the field.
Tailor Your Application to Quilter:When applying, it’s vital to tailor your CV and cover letter to reflect the values and goals of Quilter. Mention specific projects or initiatives of the company that resonate with you. Personalising your application shows you’ve done your research and are genuinely interested in being part of their team.
How to prepare for a job interview at Quilter
✨Master the Numbers
Finance ain't just about the glitzy spreadsheets! Brush up on your numerical skills and be prepared for some practical case questions. Expect scenarios where you’ll need to crunch some numbers to analyse financial scenarios—it’s a big part of the trainee role in financial controlling.
✨Know Your Tools
Familiarise yourself with financial software and tools commonly used in the industry like SAP or Excel. During the interview, you might be quizzed on your experience with these tools and how you would use them to streamline financial reporting or budgeting processes.
✨Show Your Willingness to Learn
As a trainee, your potential is just as important as your current skills. Be prepared to talk about your eagerness to learn and grow in the role. Sharing examples of how you've picked up new skills in the past can show that you’re adaptable and ready for the challenges ahead!
✨Ask Smart Questions
Tailor your questions to show you understand the financial controlling field—think about how the company handles its financial reporting processes or ask about the specific tools they use. This not only demonstrates your interest but gives us insight into your analytical thinking and engagement with the role at Quilter.
