We give first-class advice to clients across the UK whose goal is financial security and peace of mind. We are part of Quilter Financial Planning, the largest financial advice network in the UK.
Our financial planners can only succeed with the in-depth technical support and analysis provided by a skilled paraplanner.
We have vacancies for experienced paraplanners who can demonstrate the following:
- Good knowledge of the systems and processes that support our business. These include: Quay, Avelo and Defaqto, wrap platforms and other systems.
- An in-depth knowledge of the products and services we use to meet our clients’ needs.
- Excellent report writing and presentation skills.
- Diploma qualified (or working towards qualification).
We only look for people who can demonstrate behaviour in line with our three key values:
Break new ground
Question – be curious
Do the right thing
Deliver on promises
Learn from experience
Open and transparent
Embrace diverse thinking
Do you think you have what we're looking for?
Visit the Quilter career’s section, click on current vacancies and select “Quilter Private Client Advisers” in the drop down box next to ‘company’ for our latest vacancies.