Quilter is seeking an Experienced Paraplanner for a fully remote position on a fixed-term contract. The role involves supporting financial advisers by creating comprehensive suitability reports, managing data systems, and enhancing operational efficiencies
Job Summary
As a Paraplanning in the Adviser Support Centre, you will work closely with advisers from within QFP and support adviser campaigns across the National.
Create comprehensive suitability reports that exceed the minimum quality standards expected by QFP.
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Matching Summary
Match Score: 85
Quilter is seeking an Experienced Paraplanner for a fully remote position on a fixed-term contract. The role involves supporting financial advisers by creating comprehensive suitability reports, managing data systems, and enhancing operational efficiencies.
Skills & Requirements
Must-have
Organisational and Planning Skills
Attention to Detail
Curiosity and Proactiveness
Multi-tasking Ability
Positive Attitude
Industry Experience
Proficient in Microsoft Office
Nice-to-have
Relationship Builder
Positive and Professional Attitude
Key Requirements
Level 4 Diploma in Regulated Financial Planning (or equivalent)