Paraplanner presso Quilter

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 through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024).

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: 3

Location: London or Exeter - Hybrid working

Department - Advice - Paraplanning

Contract: Permanent

We are pleased to announce a distinguished opportunity for an individual to join the Paraplanning team within the London region. This role involves operating in a pod-structured environment where strong organisational skills, teamwork, and effective communication are paramount. The position is dynamic and requires dedication and the ability to manage pressure efficiently. Our team comprises 13 highly experienced and knowledgeable Paraplanners. I am proud to be part of Quilter's journey thus far and warmly invite you to contribute to its continued success.

The primary objective of this role is to provide Paraplanning support to Quilter Cheviot, ensuring the comprehensive preparation of all necessary documentation and information for recommendations to be delivered by advisers.

You will need to serve as a gatekeeper to the business, capable of challenging the status quo, advocating for what is right, and being innovative when required. Attention to detail and perseverance to achieve the best outcomes for our clients are essential qualities for this position.

This role is both challenging and engaging, suitable for an individual with robust Paraplanning/Report Writing experience and extensive knowledge of the financial services industry; someone who can work collaboratively within a team and is not hesitant to take initiative.

At Quilter Cheviot, we advise individuals with substantial investable assets, and the role will involve preparing suitability reports that frequently encompass a range of sophisticated products and taxation elements. You will be responsible for ensuring all tasks are completed within the required timescales, adhering to internal SLAs and FCA guidelines and procedures.

Furthermore, you must possess a thorough understanding of the Treating Customer Fairly (TCF) philosophy and ensure your knowledge remains current through the training provided, using this to process business accurately within company SLAs.

We seek a candidate who exemplifies teamwork, fulfils our customer promises, and supports our Financial Planners in delivering high-quality holistic financial advice. Dedication and a strong work ethic are crucial for this role. In return, we offer comprehensive training, an enthusiastic and supportive team environment, along with a competitive salary and benefits package. We prioritise staff development and encourage activities that enhance skill sets, enabling our employees to progress to their next roles.

This role offers Hybrid working where you are expected to be in the office 3 days a week. Although you will be supporting the London team, we are open to candidates being based out of our London or Exeter office

Consumer Duty

Whilst this isn’t a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers

About You

• To excel in this position, candidates must possess exceptional organisational and planning abilities, alongside a keen attention to detail, particularly in written tasks.

• A naturally inquisitive mindset, proactive problem-solving capabilities, and resourcefulness are essential attributes.

• Candidates should demonstrate an aptitude for multitasking, enabling them to meet stringent deadlines while maintaining a positive attitude that fosters robust relationships with both internal and external stakeholders.

• Experience within the financial planning industry as a paraplanner is required to support a comprehensive understanding of relevant processes and recommended products.

• A Level 4 Diploma qualification is the minimum requirement.

• Proficiency in conducting research for advisers and clients and in constructing suitability reports is necessary. Familiarity with Financial Planning tools such as Voyant, Defaqto, and FE Analytics is expected. Are also able to deal and work with fast pace and demanding Financial Advisers.

• A genuine passion and enthusiasm for developing sound financial plans and delivering positive client outcomes are highly valued.

• Additionally, candidates must be proficient in Microsoft Office applications, including Word, Excel, and Outlook.

#LI-VS1 #QC #QuilterCheviot

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

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. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

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

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

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