Experienced Paraplanner

4 weeks ago

London, Greater London, United Kingdom Quilter Full time
What the Hiring Manager Says


The National Hub is a place for individuals to thrive, embrace digital and deliver support to advisers and to our clients.

The Adviser Support Centre is made up of individuals with a wide range of experience, across a wide range of case types.

Although we are a remote team, the team works as one unit and is very supportive. Success is measured by achieving a great case quality and cases completed in a timely manner.


Because of the diversity of the work we do, no two days are ever the same & our paraplanners are the pivotal contact between the Advisers, Providers and Business Assurance.


  • Paraplanning Operations Manager
About the Role

Level: 3

Department:
QFA - Adviser Support Centre

Location:
England - Fully Remote 35 hours per week, Monday - Friday (9am-5pm)

Contract type:
Permanent


As an experienced Paraplanner in the Adviser Support Centre, you will work closely with advisers from within QFP and support adviser campaigns across the national.


You will build, develop, and maintain strong relationships with other Paraplanners, Financial Planners and Business Assurance Assessors to create comprehensive suitability reports that exceeds the minimum standard of quality that QFP expect to see.


Using research tools to analyse data, you will provide solutions to meet our client's needs and objectives and producing comprehensive reports to support the advice and the robust research done to support it.


During a usual day you will see yourself liaising with providers & advisor or both to obtain information and managing central data systems and trackers - always embracing digital ways of working and enhancing efficiencies.


This role will give you the opportunity to work with the wider QFA team to ensure contributions to the Quilter strategic priorities.

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.


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 should have experience of working complex wealth & investment cases as a paraplanner, with a keen eye for detail and someone who prides themselves on great quality of work produced.

You should be able to follow guidance and processes and strive for the best quality across all case types we advise on.

You will ideally be Diploma Qualified to Level 4 - (or working towards this).

In addition to your extensive Paraplanner experience, you are proficient in the use of Microsoft Office including Word, Excel, and Microsoft outlook & and be comfortable using Microsoft Teams for daily meetings.

Our purpose is to help the generations today and tomorrow to prosper.

That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.


In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.

Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us.

We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.

We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.

#LI-FD1

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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