[Hiring] Experienced Paraplanner @Quilter

Role Description

As a Paraplanning in the Adviser Support Centre, you will work closely with advisers from within QFP and support adviser campaigns across the National.

• Build, develop, and maintain strong relationships with Paraplanners, Financial Planners, and Business Assurance Accessors.
• Create comprehensive suitability reports that exceed the minimum quality standards expected by QFP.
• Use research tools to analyse data and provide solutions to meet clients’ needs and objectives.
• Evidence reports to support research undertaken.
• Liaise with providers to obtain information.
• Manage central data systems and trackers.
• Embrace digital ways of working and enhance efficiencies.
• Work with the wider QFA team to contribute to Quilter’s strategic priorities.

Qualifications

• Organisational and Planning Skills: Extensive ability to manage and prioritise tasks effectively.
• Attention to Detail: High level of accuracy, especially in writing tasks.
• Curiosity and Proactiveness: Naturally inquisitive and proactive in problem-solving, resourceful in finding solutions.
• Multi-tasking Ability: Comfortable managing multiple tasks simultaneously and meeting tight deadlines.
• Positive Attitude: Maintains a positive outlook and builds strong relationships with both internal and external stakeholders.
• Industry Experience: Experience within the financial planning industry, understanding processes and recommended products.
• Technical Proficiency: Proficient in Microsoft Office, including Word, Excel, and Outlook.

Requirements

• Detail-Oriented: Ensures accuracy and thoroughness in all tasks.
• Proactive Problem Solver: Takes initiative to identify and solve problems.
• Resourceful: Able to find quick and clever ways to overcome difficulties.
• Efficient Multi-tasker: Manages multiple responsibilities effectively.
• Relationship Builder: Develops and maintains strong working relationships.
• Positive and Professional Attitude: Approaches work with a positive and professional manner.

Mandatory Professional Qualifications

• Level 4 Diploma in Regulated Financial Planning (or equivalent).

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.
• Healthcare Cash Plan: Jersey employees only.
• Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.