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Quilter logo
Quilter

Design your next PCB design in hours, not weeks, with Quilter's generative AI for electronics.

Paraplanner

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteMid LevelTeam 1-10H1B No SponsorCompany SiteLinkedIn

Location

Worldwide

Posted

79 days ago

Salary

0

Seniority

Mid Level

No structured requirement data.

Job Description

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.

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