At a Glance
- Tasks: Support Financial Planners in preparing financial recommendations and client reports.
- Company: Join Quilter Cheviot, a respected UK wealth manager with a strong legacy.
- Benefits: Hybrid working, structured training, and opportunities for professional qualifications.
- Other info: Enjoy a supportive environment with mentoring and career growth potential.
- Why this job: Gain hands-on experience in finance while developing your skills and knowledge.
- Qualifications: No prior experience needed; just a passion for finance and learning.
The predicted salary is between 25650 - 31350 £ per year.
Quilter Cheviot, a long-established UK wealth manager, is seeking a Trainee Paraplanner in a hybrid role across multiple UK offices including Birmingham. You will support Financial Planners and experienced paraplanners in preparing financial planning recommendations and client reports while developing technical knowledge and pursuing professional qualifications.
This role offers exposure to investment, retirement, protection, and estate planning, with structured training and mentoring.
Trainee Paraplanner — Hybrid, Training & Qualification 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.
