Junior Financial Planner

3 weeks ago

London, Greater London, United Kingdom Quilter Full time
Contract Type: Fixed Term Contract

Overview from the Hiring Manager

At Quilter, we are committed to continuous improvement and innovation.

Our strong foundation is built on exceptional expertise, which is relied upon by numerous clients, and we have ambitious goals to enhance our impact on individuals and communities.


Our organization is evolving, consistently modernizing, and becoming increasingly focused on customer needs. If you are eager to pursue your ambitions boldly, introduce fresh ideas, and challenge the status quo, this is an ideal opportunity to join our team.

The National Hub serves as a platform for individuals to excel, embrace digital advancements, and provide support to advisers and clients.

The Adviser Support Centre comprises a diverse group of professionals with varying levels of experience across multiple case types.

Although we operate remotely, our team collaborates effectively and offers strong support to one another. Success is gauged by the quality of cases handled and their timely completion.

Given the variety of tasks we undertake, each day presents unique challenges, and our paraplanners serve as the crucial link between Advisers, Providers, and Business Assurance.


  • Paraplanning Manager
  • QFP Network & Campaigns
Position Summary

Level: 2

Department: Adviser Support - Distribution

Location: Remote Work

Contract Duration: 13 Months

A Junior Financial Planner will be expected to demonstrate a solid understanding of the financial advisory process. You will collaborate with seasoned paraplanners to assist the broader team in achieving its objectives.

Your development into a fully qualified and experienced paraplanner will occur over approximately two years through a blend of practical training and self-directed learning.

As a Junior Financial Planner within the Adviser Support Centre, you will engage closely with advisers and firms associated with QFP.

You will establish, nurture, and sustain robust relationships with these firms, producing comprehensive suitability reports that surpass the quality standards expected by QFP.

Utilizing research tools to analyze data, you will offer solutions tailored to meet clients' needs and objectives, providing evidence to support your research findings.

This role will also involve liaising with providers to gather information and managing central data systems and trackers, all while embracing digital methodologies to enhance efficiency.

This position offers the chance to collaborate with the broader QFA team, contributing to Quilter's strategic priorities.


Candidate Profile

We believe that diverse backgrounds enrich our inclusive organization. If you feel you don't meet every requirement, consider applying; you might be just what we need.

To excel in this role, you should possess strong organizational and planning abilities, with a keen eye for detail, particularly in written tasks.


A natural curiosity and proactive problem-solving skills are essential, along with resourcefulness.

Multi-tasking should come easily to you, enabling you to meet tight deadlines while maintaining a positive attitude and fostering strong relationships with both internal and external stakeholders.

Experience in the financial planning sector will support your understanding of our processes and the products we recommend, as you work towards your Level 4 Diploma.

Proficiency in Microsoft Office, including Word, Excel, and Outlook, is required.

Our mission is to assist current and future generations in achieving prosperity.

This entails guiding individuals through the complexities of future planning, providing the right financial advice and investment solutions for secure financial futures.

In a rapidly changing world, our societal role has never been more significant, and we are dedicated to using our expertise and compassion to navigate customers through these challenging times.


Our exceptional talents and capabilities distinguish us, but our unwavering commitment to our clients defines us.

We firmly believe that we possess all the necessary elements to excel in our industry, and we seek outstanding individuals with the care and creativity to help us achieve our goals.


We are passionate about fostering an inclusive culture where every contribution is valued, and our employees can thrive. Regardless of your role or position, your voice will be heard. We hope you find this information valuable and are interested in learning more about joining our team.

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