[Hiring] Paraplanner @Quilter
Back to Remote jobs  >   Finance
Paraplanner @Quilter
Finance
Salary unspecified
Remote Location
Employment Type full-time
Posted 2d ago

[Hiring] Paraplanner @Quilter

2d ago - Quilter is hiring a remote Paraplanner. 💸 Salary: unspecified 📍Location: Worldwide

Role Description

As a Paraplanner 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.

Regulatory obligations:

  • Ensuring the accuracy and quality of financial reports and recommendations.
  • Supporting Financial Planners with detailed research and analysis to inform client strategies.
  • Streamlining processes to enhance efficiency and service delivery.
  • Collaborating with team members to ensure a cohesive approach to client care.
  • Using digital tools to improve data management and reporting accuracy.
  • Providing timely and reliable information to assist in decision-making.

Qualifications

  • Extensive ability to manage and prioritise tasks effectively.
  • High level of accuracy, especially in writing tasks.
  • Naturally inquisitive and proactive in problem-solving, resourceful in finding solutions.
  • Comfortable managing multiple tasks simultaneously and meeting tight deadlines.
  • Maintains a positive outlook and builds strong relationships with both internal and external stakeholders.
  • Experience within the financial planning industry, understanding processes and recommended products.
  • 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.

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.
Before You Apply
worldwide Be aware of the location restriction for this remote position: Worldwide
Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Back to Remote jobs  >   Finance
Paraplanner @Quilter
Finance
Salary unspecified
Remote Location
Employment Type full-time
Posted 2d ago
Apply for this position
Did not apply
Applied
Sent Follow-Up
Interview Scheduled
Interview Completed
Offer Accepted
Offer Declined
Unlock 145,000+ Remote Jobs
worldwide Be aware of the location restriction for this remote position: Worldwide
Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Apply for this position
Did not apply
Applied
Sent Follow-Up
Interview Scheduled
Interview Completed
Offer Accepted
Offer Declined
Unlock 145,000+ Remote Jobs
×

Apply to the best remote jobs
before everyone else

Access 145,000+ vetted remote jobs and get daily alerts.

4.9 ★★★★★ from 500+ reviews
Unlock All Jobs Now

Maybe later