Paraplanner

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter oversees £126.3 billion in customer investments (as of August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments:
Affluent and High Net Worth.

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.

High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues.

Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!

Level: 3

Department: Quilter Financial Advisers - National

Location: Remote

Contract: Permanent

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.

Whilst this isn’t a directly customer-facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by:

• 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.

• Organisational and Planning Skills
  :
  Extensive ability to manage and prioritise tasks effectively.

• Attention to Detail
  :
  High level of accuracy, especially in writing tasks.

• Curiosity and Proactiveness
  :
  Naturally inquisitive and proactive in problem-solving, resourceful in finding solutions.

• Multi-tasking Ability
  :
  Comfortable managing multiple tasks simultaneously and meeting tight deadlines.

• Positive Attitude
  :
  Maintains a positive outlook and builds strong relationships with both internal and external stakeholders.

• Industry Experience
  :
  Experience with in the financial planning industry, understanding processes and recommended products.

• Technical Proficiency
  :
  Proficient in Microsoft Office, including Word, Excel, and Outlook.

• 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…