Fully Remote Paraplanner
other jobs eFinancial Careers
Added before 6 Days
- England,London,City of London
- full-time
- Competitive salary
Job Description:
About the Business
Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.
Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.
High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.
At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.
Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!
About the Role
Level: 3
Department: Quilter Financial Advisers - National
Location: Remote
Contract: Permanent
As a Paraplanning in the Adviser Support Centre, you will work closely with advisers from within QFP and support adviser campaigns across the national. *Build, develop, and maintain strong relationships with Paraplanners, Financial Planners, and Business Assurance Accessors.
*Create comprehensive suitability reports that exceed the minimum quality standards expected by QFP.
*Use research tools to analyse data and provide solutions to meet clients’ needs and objectives.
*Evidence reports to support research undertaken.
*Liaise with providers to obtain information.
*Manage central data systems and trackers.
*Embrace digital ways of working and enhance efficiencies.
*Work with the wider QFA team to contribute to Quilter’s strategic priorities.
Whilst this isn’t a directly customer-facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by: *Ensuring the accuracy and quality of financial reports and recommendations.
*Supporting Financial Planners with detailed research and analysis to inform client strategies.
*Streamlining processes to enhance efficiency and service delivery.
*Collaborating with team members to ensure a cohesive approach to client care.
*Using digital tools to improve data management and reporting accuracy.
*Providing timely and reliable information to assist in decision-making.
About You
Key Essential Experience, Skills, and Knowledge for a Paraplanner: *Organisational and Planning Skills: Extensive ability to manage and prioritise tasks effectively.
*Attention to Detail: High level of accuracy, especially in writing tasks.
*Curiosity and Proactiveness: Naturally inquisitive and proactive in problem-solving, resourceful in finding solutions.
*Multi-tasking Ability: Comfortable managing multiple tasks simultaneously and meeting tight deadlines.
*Positive Attitude: Maintains a positive outlook and builds strong relationships with both internal and external stakeholders.
*Industry Experience: Experience within the financial planning industry, understanding processes and recommended products.
*Technical Proficiency: Proficient in Microsoft Office, including Word, Excel, and Outlook.
Must-Have Behaviours and Competencies: *Detail-Oriented: Ensures accuracy and thoroughness in all tasks.
*Proactive Problem Solver: Takes initiative to identify and solve problems.
*Resourceful: Able to find quick and clever ways to overcome difficulties.
*Efficient Multi-tasker: Manages multiple responsibilities effectively.
*Relationship Builder: Develops and maintains strong working relationships.
*Positive and Professional Attitude: Approaches work with a positive and professional manner.
Mandatory Professional Qualifications: *Level 4 Diploma in Financial Planning (or equivalent).
#Remote
#LI-FD1
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. <b
Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.
Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.
High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.
At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.
Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!
About the Role
Level: 3
Department: Quilter Financial Advisers - National
Location: Remote
Contract: Permanent
As a Paraplanning in the Adviser Support Centre, you will work closely with advisers from within QFP and support adviser campaigns across the national. *Build, develop, and maintain strong relationships with Paraplanners, Financial Planners, and Business Assurance Accessors.
*Create comprehensive suitability reports that exceed the minimum quality standards expected by QFP.
*Use research tools to analyse data and provide solutions to meet clients’ needs and objectives.
*Evidence reports to support research undertaken.
*Liaise with providers to obtain information.
*Manage central data systems and trackers.
*Embrace digital ways of working and enhance efficiencies.
*Work with the wider QFA team to contribute to Quilter’s strategic priorities.
Whilst this isn’t a directly customer-facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by: *Ensuring the accuracy and quality of financial reports and recommendations.
*Supporting Financial Planners with detailed research and analysis to inform client strategies.
*Streamlining processes to enhance efficiency and service delivery.
*Collaborating with team members to ensure a cohesive approach to client care.
*Using digital tools to improve data management and reporting accuracy.
*Providing timely and reliable information to assist in decision-making.
About You
Key Essential Experience, Skills, and Knowledge for a Paraplanner: *Organisational and Planning Skills: Extensive ability to manage and prioritise tasks effectively.
*Attention to Detail: High level of accuracy, especially in writing tasks.
*Curiosity and Proactiveness: Naturally inquisitive and proactive in problem-solving, resourceful in finding solutions.
*Multi-tasking Ability: Comfortable managing multiple tasks simultaneously and meeting tight deadlines.
*Positive Attitude: Maintains a positive outlook and builds strong relationships with both internal and external stakeholders.
*Industry Experience: Experience within the financial planning industry, understanding processes and recommended products.
*Technical Proficiency: Proficient in Microsoft Office, including Word, Excel, and Outlook.
Must-Have Behaviours and Competencies: *Detail-Oriented: Ensures accuracy and thoroughness in all tasks.
*Proactive Problem Solver: Takes initiative to identify and solve problems.
*Resourceful: Able to find quick and clever ways to overcome difficulties.
*Efficient Multi-tasker: Manages multiple responsibilities effectively.
*Relationship Builder: Develops and maintains strong working relationships.
*Positive and Professional Attitude: Approaches work with a positive and professional manner.
Mandatory Professional Qualifications: *Level 4 Diploma in Financial Planning (or equivalent).
#Remote
#LI-FD1
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. <b
Job number 1813063
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eFinancial Careers
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