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Financial Paraplanner - United Kingdom - Quilter plc
Description
The National Hub is a place for individuals to thrive, embrace digital and deliver support to advisers and to our clients.
Although we are a remote team, the team works as one unit and is very supportive. Success is measured by achieving a great case quality and completed in a timely manner.Because of the diversity of the work we do, no two days are ever the same & our paraplanners are the pivotal contact between the Advisers, Providers and Business Assurance.
Location :
England, fully remote (35 hours per week, Monday until Friday 9-5pm)
Contract type :
Permanent
You will build, develop, and maintain strong relationships with other Paraplanners, Financial Planners and Business Assurance Accessors to create comprehensive suitability reports that exceeds the minimum standard of quality that QFP expect to see.
Using research tools to analyse data, you will provide solutions to meet client's needs and objectives and evidencing reports to support research undertaken.
This will also include, liaising with providers to obtain information and managing central data systems and trackers – always embracing digital ways of working and enhancing efficiencies.
To succeed in this post, you will have extensive organisational and planning skills, whilst also being able to pay attention to detail, especially when doing writing tasks.
You will have experience within the financial planning industry to support your understanding of the processes we follow and the products we recommend, with a minimum requirement of Level 4 Diploma qualified.
With your experience as a Paraplanner you are proficient in the use of Microsoft Office including Word, Excel, and Microsoft outlook.
Our purpose is to help the generations today and tomorrow to prosper.That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thriveHoliday:
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:
Life Assurance: 4x your salary, cover can be increased at your own cost
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
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