[Hiring] Paraplanner @Quilter

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.