Quilter is looking for a Fully Remote Paraplanner to join its Adviser Support Centre. You will work closely with advisers from across Quilter Financial Planners (QFP), supporting national campaigns and building strong relationships with Paraplanners, Financial Planners, and Business Assurance Accessors.
What You'll Do
- Create comprehensive suitability reports that exceed QFP's minimum quality standards.
- Use research tools to analyse data and provide solutions aligned with clients’ needs.
- Evidence reports to support the research undertaken.
- Liaise with providers to obtain necessary information.
- Manage central data systems and trackers.
- Embrace digital ways of working to enhance efficiencies.
- Work with the wider QFA team to contribute to Quilter’s strategic priorities.
What We're Looking For
- Extensive organisational and planning skills to manage and prioritise tasks effectively.
- A high level of accuracy and attention to detail, especially in writing tasks.
- A naturally inquisitive and proactive approach to problem-solving.
- Comfort managing multiple tasks simultaneously and meeting tight deadlines.
- A positive outlook and the ability to build strong relationships with internal and external stakeholders.
- Experience within the financial planning industry, understanding processes and recommended products.
- Proficiency in Microsoft Office, including Word, Excel, and Outlook.
- A detail-oriented approach ensuring accuracy and thoroughness.
- A proactive, resourceful attitude to identify and solve problems.
- Efficient multi-tasking skills.
- Strong relationship-building capabilities.
- A positive and professional attitude.
Nice to Have
- A Level 4 Diploma in Financial Planning (or equivalent) is desirable; we will also consider candidates currently studying for this qualification.
Technical Stack
- Microsoft Office (Word, Excel, Outlook)
Team & Environment
You will be part of the Adviser Support Centre, within the national Quilter Financial Advisers department.
Benefits & Compensation
- 26 days of annual holiday (182 hours).
- Eligibility for the Quilter Incentive Scheme.
- A non-contributory company pension scheme, with options to boost via personal contributions.
- Private Medical Insurance with single cover as standard, options to include partner or children.
- Life Assurance of 4x your salary.
- Income Protection covering 75% of salary (less state benefits), payable after 26 weeks of absence.
- Healthcare Cash Plan for Jersey employees.
- A range of flexible benefits for UK employees, available via salary deduction.
Work Mode
This is a fully remote position.
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.
