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Trainee Paraplanner

London, United Kingdom
Closing date
Jun 2, 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: 2

Department: Quilter Cheviot Financial Planning (QCFP)

Location: London

Contract type: Permanent

The main purpose of this role is to provide paraplanning support to QCFP Financial Planners to ensure full preparation of all necessary documentation & information for review letters and suitability reports to be delivered by Financial Planners.

Key Responsibilities/ Accountabilities/ Scope of role:
  • The provision of high-quality review letters and some suitability reports with analysis to Financial Planners to enable them to present recommendations to clients.
  • Determine the most appropriate way of presenting the report and ensure that it contains all the necessary information and background.
  • Ensuring that all work is completed within the required timescales and to the standards required.
  • Ensure that you have a thorough understanding of Quilter Financial Planning (QFP) Treat Customers Fairly (TCF) philosophy and your role within this.
  • In your role you should constantly ensure that customers are being treated fairly and highlight any situations where you believe this is not the case.
  • Keep your TCF and technical knowledge up to date through personal development and the training provided.
Ensure policies and processes are established, maintained and monitored in line with Conduct Risk requirements as defined by the FCA

About You

Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
  • Great organisational and planning skills.
  • Excellent written skills.
  • Professional attitude.
  • Excellent attention to detail.
  • Teamwork.
  • Ability to meet tight deadlines.
  • A positive attitude with the ability to build relationships with clients, financial planners, internal and external stakeholders.
Qualifications Required:

Preferably diploma qualified or working towards Diploma with only few exams away.

Key Experience Required:
  • Knowledge of systems and processes that support QCFP business including Defaqto, FE Analytics, Quilter platform, other wrap platforms & other strategic provider systems.
  • Excellent knowledge of products and services that QCFP may use to meet client needs, would be useful.
  • Excellent report writing and presentation skills.
  • Knowledge of the other related functions within Quilter Financial Planning and how QCFP interfaces with these, would be useful.

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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