Paraplanner
Core
Support Financial Advisers by preparing in-depth reports, analysis, and client recommendations to enable them to present solutions to clients.
Role type
Paraplanner (Financial Planning)
Builds
Client financial planning reports and recommendations
Domain
Wealth Management / Financial Planning
Required skills
Report writing, Financial planning analysis, Regulatory compliance (FCA), Microsoft Office (Excel, Word, Outlook), Competency testing
Preferred skills
Defaqto Engage, X-Plan, Analytics platforms
Responsibilities
Provide in-depth reports and analysis to Advisers, Liaise with Advisers to determine appropriate recommendations, Ensure work is completed within required timescales, Maintain understanding of Quilter Cheviot guidelines via competency tests, Ensure customers are treated fairly
Seniority
Level 3