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London, United Kingdom
Closing date
May 26, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
What the Hiring Manager Says

An exciting opportunity has arisen for an individual to join the Paraplanning team. You will be part of the London region and will be working within a pod structure environment, where organisation, teamwork and communication is vital. This role is fast paced, and we need someone that is dedicated and able to deal with pressure.

I have a fantastic team of 11 Paraplanners who have a vast number of experience and knowledge. I am proud to be part of the Quilter journey so far; and I would like you to play a part in its continued success. I am looking for someone that can work in a team and can deliver on our customer promises and support our Financial Planners to deliver quality holistic financial advice. You will need to be dedicated and willing to work hard and in turn we will support you with your training, an enthusiastic and supportive team environment together with a competitive salary and benefits package. We encourage staff development and support activities that broaden skill sets that enable our people to move on to their next role.

About the Role

Level: 3

Department: Paraplanning

Location: London

Contract type: Permanent

Non Regulated

The main purpose of this role is to provide Paraplanning support to Quilter Cheviot Financial Planning advisers to ensure full preparation of all necessary documentation and information for recommendation to be delivered by advisers.

You will need to act as a gatekeeper to the business and should be able to challenge, stand up for what's right and be innovated when you feel is necessary. You need to have good attention to detail and able to persevere to get the right outcome for our clients.

This is a challenging and interesting role and would suit an individual with good Paraplanning/Report Writing experience and in-depth knowledge of the financial services industry; someone who can work as part of a team and isn't afraid to use their own initiative.

Quilter Cheviot Financial Planning advise individuals with high levels of investable assets and the role will involve working on suitability reports that frequently involve a range of sophisticated products and taxation aspects.

You will be required to ensure all work is completed within the required timescales to meet both internal SLAs and FCA guidelines and procedures.

Additionally, you'll be required to have a thorough understanding of Quilter Financial Planning (QFP) Treating Customer Fairly (TCF) philosophy and ensure your knowledge is up to date through the training we provide and use this to process new business accurately within company SLAs.

About You
• To succeed in this post, you will have extensive organisational and planning skills, whilst also being able to pay attention to detail, especially when doing writing tasks.
• You naturally have a curious mind and are proactive in problem solving and know how to be resourceful.
• Multi-tasking comes as second nature to you and enables you to meet tight deadlines, whilst still having a positive attitude to build strong relationships with both internal and external stakeholders.
• You will have experience within the financial planning industry as a paraplanner to support your understanding of the processes we follow and the products we recommend, with a minimum requirement of Level 4 Diploma qualified.
• You should be comfortable in conducting research for advisers and clients and the construction of suitability reports.
• Experience using Financial Planning tools such as Voyant, Defaqto and FE Analytics.
• Have passion and enthusiasm in building sound financial plans for our clients and deliver positive client outcomes
• You need to be proficient in the use of Microsoft Office including Word, Excel, and Microsoft outlook


Core Benefits

Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.

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