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Job description

Trainee Paraplanner

Are you looking to start a career within Financial Planning? Do you want to work towards becoming a qualified Paraplanner? Quilter Private Client Advisers Birmingham office has a new opening for a Trainee Paraplanner within their team.

We are looking for a candidate who has excellent communication and the ability to provide quality customer service. Who has strong IT and presentation skills with an eye for detail.

About Us
Quilter Private Client Advisers (QPCA) are part of Intrinsic, the largest financial advice network in the UK and itself part of the Quilter Group, a leading provider of advice, investments and wealth management, with a portfolio of £118.1 billion of investments and over 900,000 customers worldwide. At QPCA we provide first-class financial advice to clients across the UK. Our aim is to secure their financial future by building long-term relationships with them and giving them advice they can trust. You won't just find diverse, talented and friendly teams here either. You'll also discover an inclusive culture and every opportunity for personal and professional development.
About the role
This is challenging and interesting opportunity for a Trainee Paraplanner, aiming to take you from having little or no knowledge of the financial services industry, to being a full paraplanner with appropriate qualifications. This means starting with the basics, which will be providing support and assistance to the exi...

Before you apply, we encourage you to learn more about Old Mutual Wealth

Be unique. Be authentic. However you prefer to say it, we really mean it. Our culture embraces people’s diverse perspectives and creates a positive environment where everyone belongs. We’re determined to build a better, more connected world for everyone.


This is challenging and interesting opportunity for a Trainee Paraplanner, aiming to take you from having little or no knowledge of the financial services industry, to being a full paraplanner with appropriate qualifications. This means starting with the basics, which will be providing support and assistance to the existing paraplanners. You will be getting involved in the financial planning, gathering and analysing the data, finding out all about the specific products in the industry and the rules that apply and presenting it in a way to make the paraplanner's job easier. Following this, the role will evolve into you working on simple cases to, eventually becoming a full Paraplanner covering the spectrum of financial services, including complex pensions, investments, tax planning and cash flow planning.
About you
The ideal people for these positions will be good listeners with great communication skills who enjoy working as part of a team but also using their initiative when the situation calls for it. The ability to work to tight deadlines is important too, and it goes without saying that you'll need a flair for providing great customer service. Dependable, collaborative and not afraid to question convention, you're enthusiastic and keen to learn and develop within a fast-paced environment.
Benefits & working hours
No matter what job you do you should feel valued and appreciated. That's why, in order to attract, motivate and retain the best people, we offer a very competitive total reward package, which enables our employees to share in the success they help to create. It includes a core Quilter funded package of rewards and benefits, and optional flexible benefits that you can add.

Core benefits

  • Holiday: between 24-30 days' holiday (depending on your job banding).
  • Annual bonus scheme: most employees are eligible to participate in our bonus scheme, based on the company's performance and their contribution to it.
  • Pension scheme: a non-contributory company pension scheme that can be boosted through personal contributions.
  • Car allowance: depending on your role you may be offered a car allowance.
  • Private medical insurance: couple's cover as standard with the opportunity to flex level of cover.
  • Life assurance: six-times your salary.
  • Health assessment: a company funded health assessment (depending on your grade).
  • Personal accident: 1x salary with the option to change the level of cover.
  • Income protection: 50% of salary with the option to change the level of cover.
Please note, the benefit package you receive will depend on your grade and what part of our business you work for.

Flexible benefits
We offer a number of additional benefits which you can purchase through our salary sacrifice scheme. These include additional health care schemes for both you and your spouse, childcare vouchers, gym and parking discounts and the ability to buy and sell holiday - to give just a few examples.

Our office is open from 8am - 5pm. Everyone works a seven hour day (plus one hour for lunch)
Job Sector
Financial Services
Job Position
Paraplanning
Address
Birmingham, United Kingdom Show on map
Post date
Closing date

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