Paraplanner (Initially Remote Based)

Recruiter
Quilter
Location
Leeds
Posted
11 Jan 2021
Closes
14 Jan 2021
Ref
1883812091
Category
Accounting
Contract Type
Permanent
Hours
Full Time
About Us

At Quilter Private Client Advisers, we provide first-class financial advice to clients across the UK. When it comes to finances, security and peace of mind are extremely important. Our aim is to secure our clients' financial future by building a long-term relationship with them and by giving advice they can trust. Our purpose is to help them achieve prosperity, security and peach of mind through expert financial planning.

We understand that a financial journey lasts a lifetime, from your first savings or home purchase through to inheritances and retirement. We can help our clients to grow, protect, enjoy and then pass on their wealth.

Quilter Private Client Advisers is part of Quilter Financial Planning, the largest financial advice network in the UK, which in turn is owned by Quilter, a leading provider of advice, investments and wealth management both in the UK and internationally, managing over £118.7 billion of investments on behalf of over 900,000 customers (as at October 2019). Quilter plc, our group holding company, is listed on the London and Johannesburg stock exchanges.

About the role
  • The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients
  • Formulate pre-review meeting research & analysis to ensure a comprehensive review can be conducted in line with MIFID2 requirements
  • From the information provided by the Adviser, liaise with and agree the most appropriate solution and recommendations to meet the clients’ Financial Planning needs
  • Determine the most appropriate way of presenting the report and ensure that it contains all the necessary information and background
  • Ensuring that all work is completed within the required timescales and to the standards required
  • Ensure that you have a thorough understanding of Quilter Financial Planning (QFP) Treat Customers Fairly (TCF) philosophy and your role within this.
  • In your role you should constantly ensure that customers are being treated fairly and highlight any situations where you believe this is not the case.
  • Keep your TCF knowledge up to date through the training provided.
  • Providing Paraplanning services to Financial Advisers within FCA Regulations across all QPCA regions as and when required

About you
  • Knowledge of systems and processes that support QPCA business including Defaqto, FE Analytics, Old Mutual Wealth and other wrap platforms & other strategic provider systems
  • Excellent knowledge of products and services that QPCA may use to meet client needs
  • Excellent report writing and presentation skills
  • Knowledge of the other related functions within Quilter Financial Planning and how QPCA interfaces with these
  • Preferably diploma qualified or working towards qualification.

Benefits

No matter what job you do you should feel valued and appreciated. That's why we offer a competitive total reward package, which enables our employees to share in the success they help to create.

Core Benefits (Perm)

Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

Core Benefits (Fixed Term Contract)

Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay conveniently via a salary deduction.

Our promise

At Quilter, we're committed to creating an inclusive culture that embraces diversity. We promote equal opportunities and make sure no applicant receives less favourable treatment on the grounds of gender, marital status, nationality, ethnicity, age, sexual orientation, responsibilities for dependants, physical or mental disability. We select candidates for interview based purely on their skills, qualifications, experience and potential.

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