Paraplanner

3 weeks ago

Leeds, United Kingdom Quilter Full time
About the Business

Quilter Cheviot
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 £111.6 billion of client investments (as at March 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.

Quilter Cheviot Financial Planning
Working alongside our sister company, Quilter Cheviot, Quilter Cheviot Financial Planning provides highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning and preparing for retirement. 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 £111.6 billion of client investments (as at March 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

This is an exciting opportunity to join the Leeds region as part of the paraplanning team. You will be working within a pod structure where organisation, teamwork and communication is vital.

Key responsibilities:
  • The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients.
  • Liaison with Advisers to determine the most appropriate recommendations for clients financial planning.
  • From the information provided by the Adviser determine the most appropriate solution and recommendations to meet the clients' needs.
  • Determine the most appropriate way of presenting the report and ensure that it contains all the necessary information.
  • Ensuring that all work is completed within the required timescales and to the standards required.
  • Ensure that you have a thorough understanding of Quilter Cheviot Financial Planning guidelines and keep up to date with changes via completion of regular competency tests.
  • 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.
  • Providing Paraplanning services to Financial Advisers within FCA Regulations
About You
  • Previous experience of paraplanning
  • CII QCF Level 4 Diploma qualified or equivalent (or very close to achieving)
  • Excellent report writing and presentation skills.
  • Analytically minded.
  • Knowledge of Financial Services Industry providers, platforms, analytical tools such as Defaqto Engage and Analytics, X-Plan desirable.
  • Excellent communication skills, both oral and written, including being proficient in the use of technology.
  • Good interpersonal skills.
  • Proficient in the use of Microsoft Office including Word, Excel and Microsoft outlook.
#LI-VS1 and #QCFP

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.

  • Paraplanner

    2 weeks ago

    Leeds, United Kingdom Intellect UK Group Limited Full time

    Location: Onsite only - Leeds Job Type: Full time and Permanent Salary: £30,000 (flexible) Benefits: Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It involves managing...

  • Paraplanner

    2 weeks ago

    Leeds, United Kingdom Intellect Group Full time €30,000

    Job title Paraplanner Location Onsite only - Leeds Job Type Full time and Permanent Salary £30,000 (flexible) Benefits: Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability...

  • Paraplanner

    2 weeks ago

    Leeds, United Kingdom Intellect UK Group Limited Full time

    Location:Onsite only - LeedsJob Type:Full time and PermanentSalary:£30,000 (flexible)Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical InsuranceRole OverviewThis position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It involves managing and...

  • Paraplanner

    2 weeks ago

    Leeds, United Kingdom Intellect UK Group Limited Full time

    Location:Onsite only - LeedsJob Type:Full time and PermanentSalary:£30,000 (flexible)Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical InsuranceRole OverviewThis position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It involves managing and...

  • Paraplanner

    2 weeks ago

    Leeds, United Kingdom Intellect Group Full time

    Job title ParaplannerLocation Onsite only - LeedsJob Type Full time and PermanentSalary £30,000 (flexible)Benefits: Pension; 6 weeks holiday plus bank holidays; Private Medical InsuranceRole OverviewThis position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It...

  • Paraplanner

    2 days ago

    Leeds, United Kingdom Intellect Group Full time

    Job Description Job title Paraplanner Location Onsite only - Leeds Job Type Full time and Permanent Salary £30,000 (flexible) Benefits: Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused...

  • Paraplanner

    2 weeks ago

    Leeds, United Kingdom Intellect Group Full time

    Job title ParaplannerLocation Onsite only - LeedsJob Type Full time and PermanentSalary £30,000 (flexible)Benefits: Pension; 6 weeks holiday plus bank holidays; Private Medical InsuranceRole OverviewThis position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It...

  • Paraplanner

    2 weeks ago

    Leeds, United Kingdom Intellect Group Full time

    Job title ParaplannerLocation Onsite only - LeedsJob Type Full time and PermanentSalary £30,000 (flexible)Benefits: Pension; 6 weeks holiday plus bank holidays; Private Medical InsuranceRole OverviewThis position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It...

  • Paraplanner

    2 weeks ago

    Leeds, United Kingdom Intellect Group Full time

    Job title ParaplannerLocation Onsite only - LeedsJob Type Full time and PermanentSalary £30,000 (flexible)Benefits: Pension; 6 weeks holiday plus bank holidays; Private Medical InsuranceRole OverviewThis position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It...

  • Paraplanner

    2 weeks ago

    Leeds, United Kingdom Intellect UK Group Limited Full time €30,000

    Location:Onsite only - Leeds Job Type:Full time and Permanent Salary:£30,000 (flexible) Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance Role Overview This position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It involves managing...

  • Paraplanner

    2 weeks ago

    Leeds, UK, West Yorkshire, United Kingdom Intellect Group Full time

    Job title ParaplannerLocation Onsite only - LeedsJob Type Full time and PermanentSalary £30,000 (flexible)Benefits: Pension; 6 weeks holiday plus bank holidays; Private Medical InsuranceRole OverviewThis position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It...

  • Trainee Paraplanner

    2 months ago

    Shadwell, City and Borough of Leeds, United Kingdom CV-Library Full time

    Trainee Paraplanner Location: North Leeds (LS17) Salary: £23,000 - £30,000 dependant on experience + benefits Hours: 9am - 5pm (Initially Office based. Potential for future hybrid working) Working as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity for an experienced St. James’s...

  • Junior Paraplanner

    3 weeks ago

    Leeds, United Kingdom NJR Recruitment Full time

    About Us NJR are currently representing one of the UK's leading national firms of Financial Advisers, who is now seeking an ambitious and talented Junior Paraplanner to join their dynamic and ever growing business. Whats in it for you? 25 Days Holiday + Bank Holidays Flexible Hours + Hybrid working Death in Service Cover Private Medical Insurance ...

  • Financial Services Paraplanner

    3 weeks ago

    Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Job Title: Financial Services ParaplannerLocation: North LeedsJob Type: Full-timeSalary: £23,000 - £30,000 per annumJob Description:We are seeking a highly motivated and organized individual to join our team as a Financial Services Paraplanner. As a key member of our Wealth Management team, you will be responsible for supporting our Wealth Managers in...

  • Financial Services Paraplanner

    3 weeks ago

    Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Job Title: Financial Services ParaplannerLocation: North LeedsJob Type: Full-timeSalary: £23,000 - £30,000 per annumJob Description:We are seeking a highly motivated and organized individual to join our team as a Financial Services Paraplanner. As a key member of our Wealth Management team, you will be responsible for supporting our Wealth Managers in...

  • Financial Planning Assistant

    4 weeks ago

    Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Paraplanner RoleWe are seeking a skilled Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will play a crucial role in supporting our Financial Advisors in providing exceptional client service.Key Responsibilities:Assist in the preparation of client presentations and documentation for meetingsConduct research...

  • Financial Planning Assistant

    4 weeks ago

    Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Paraplanner RoleWe are seeking a skilled Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will play a crucial role in supporting our Financial Advisors in providing exceptional client service.Key Responsibilities:Assist in the preparation of client presentations and documentation for meetingsConduct research...

  • Parraplanner

    6 months ago

    Leeds, United Kingdom CLD Recruitment Full time

    My client is a well-respected, Wealth Management business who provide reliable and expert advice for individuals and businesses seeking to achieve financial peace of mind are looking to recruit an experienced Paraplanner to join their growing team of advisers. Duties of the Paraplanner: - Participating in ad hoc projects and tasks as and when required -...

  • Paraplanning Trainee

    4 weeks ago

    Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Job Title: Trainee ParaplannerLocation: North LeedsJob Type: Full-timeSalary: £23,000 - £30,000 per annumJob Description:We are seeking a motivated and organized individual to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will work alongside our experienced team of administrators and Senior Paraplanner to support our Wealth...

  • Senior Administrator

    4 weeks ago

    Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time

    Senior Administrator Job DescriptionLime People Search & Select Ltd is seeking a highly skilled Senior Administrator to join our team. As a Senior Administrator, you will play a crucial role in supporting our Financial Advisory firm in delivering exceptional client service.Key Responsibilities:Collaborate with IFA and Paraplanner: Work closely with our IFA...