Experienced Paraplanner

4 weeks ago

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.

  • Experienced Paraplanner

    7 days 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....

  • Technical Paraplanner

    4 weeks ago

    London, United Kingdom Ortus PSR Full time

    A 10 person IFA in London is looking to hire an experienced Paraplanner to join their team consulting high-end clients. The Advisers have developed their client book over the past 25 + years and all their new businesses is via referrals. They are lookingto hire a Technical Paraplanner to work with 2 Advisers, you will have the support of 2 Paraplanners and a...

  • Pension Paraplanner

    1 day ago

    London, United Kingdom Recruitment Solutions (Folkestone) Limited Full time

    Ref: RP6026 Salary: £40,000 to 55,000 Contract Type: Permanent Location: London Skill Set Paraplanner, Report Writer, Senior Paraplanner, Technical Consultant. An exceptional opportunity is available for an experienced  CLIENT FACING DIPLOMA QUALIFIED PARAPLANNER and a PARAPLANNER  to join a professional team of HNW and UHNW Independent Financial...

  • Experienced Paraplanner with Adviser Progression

    6 days ago

    City of London, United Kingdom Westminster Wealth Management Full time

    **Are you an experienced paraplanner wanting to progress your career in a more rewarding and supportive environment?** Would you like to build on your paraplanning experience in a role offering variety, responsibility, support and training to Chartered Financial Planner status? We have a rare opportunity to carve out a meaningful career within a small,...

  • Paraplanner - Hybrid

    1 day ago

    London, United Kingdom Recruitment Solutions (Folkestone) Limited Full time

    Ref: RP6026 Salary: £40,000 to 55,000 Contract Type: Permanent Location: London Skill Set Paraplanner, Report Writer, Senior Paraplanner, Technical Consultant. Client Facing Paraplanner An exceptional opportunity is available for an experienced  CLIENT FACING DIPLOMA QUALIFIED PARAPLANNER and a PARAPLANNER  to join a professional team of HNW and...

  • Paraplanner

    6 days ago

    London, United Kingdom Cranleigh Personnel Full time

    **Paraplanner** **Location: City, London** **Hybrid working - 2 days per week in the office** **Salary: £40,000- £50,000 + Bonus** **Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?** Are you looking to work 1-1 with an Adviser so you can build and develop strong relationships with the clients? Do you feel that you...

  • Paraplanner

    4 weeks ago

    City of London, United Kingdom Ortus PSR Full time

    Are you a highly skilled and motivated Paraplanner seeking an exciting new opportunity in London for a boutique IFA firm? Look no further! We are a fully independent advisory firm in London and we are looking for a talented and experienced Paraplanner tojoin our team. On offer a highly competitive salary of £35,000 - £38,000, as well as a discretionary...

  • Paraplanner

    1 week ago

    London, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...

  • Paraplanner

    1 week ago

    London, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...

  • Fintech Paraplanner

    4 weeks ago

    London, United Kingdom mbf. Full time

    We are currently working on a rare & exciting opportunity for a Paraplanner to join the fintech arm of a well known investment management firm in the City. The role offers 3 days work from home each week. Our client is a unique business that provides financial advice to HNW clients, as well as developing innovative financial technology for both their...

  • Paraplanner

    1 week ago

    London, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firmMy client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...

  • Paraplanner

    2 weeks ago

    London, United Kingdom Templewood Recruitment Full time

    This is an exciting opportunity for a Paraplanner, to work as part of a team of highly trained and experienced finance professionals, for an organisation who are driven to go better than traditional financial institutions are willing to offer. They are highly committed to offering high quality financial advice and superior products to everyone - not just...

  • Paraplanner

    1 week ago

    London, United Kingdom Templewood Recruitment Full time

    This is an exciting opportunity for a Paraplanner, to work as part of a team of highly trained and experienced finance professionals, for an organisation who are driven to go better than traditional financial institutions are willing to offer. They are highly committed to offering high quality financial advice and superior products to everyone - not just too...

  • Paraplanner

    1 week ago

    London, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firmLike the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description.My client are a Chartered independent wealth planning firm in Haywards...

  • Paraplanner

    7 days ago

    London Area, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firmMy client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...

  • Paraplanner

    1 week ago

    London Area, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firmMy client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...

  • Paraplanner

    1 week ago

    London Area, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firmMy client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...

  • Paraplanner

    1 week ago

    London Area, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...

  • Paraplanner

    1 week ago

    London, United Kingdom Tate Recruitment Full time

    Paraplanner Location: London Department: Financial Planning Team Employment Type: Full time, hybrid working. Salary: Competitive with a superb benefits package. We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments. Due...

  • Paraplanner

    7 days ago

    London, United Kingdom Tate Recruitment Full time

    Paraplanner Location: London Department: Financial Planning Team Employment Type: Full time, hybrid working. Salary: Competitive with a superb benefits package. We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments. Due...