Paraplanning Technical Consultant - South (Exeter, London, Birmingham)

London, United Kingdom
26 Jul 2022
25 Aug 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
What the Hiring Manager Says

Level: Level 4

Department: Quilter Private Client Advisers

Location: Homebased with travel to Birmingham, London, Exeter

Contract type: Permanent

What the Hiring Manager Says

I'm pleased to say that increasing the support and training for our teams to make sure we can all be the best versions of ourselves is an important priority at Quilter Private Client Advisers. A purpose of my team is to deliver that in a range of formats.

We truly believe in a supportive approach and offering training to help everyone at Quilter Private Client Advisers develop in their current roles and those they aspire to. Working together as a team towards this shared goal of development and maintaining competency for all helps us to grow too.

If you are looking for an exciting, technical role with a wealth of diversity, opportunity, and satisfaction, come a join our evolving team.

Georgina Warwick, Head of Competence and Oversight

About the Role

As a Paraplanning Technical Consultant you will design and facilitate the training and coaching of Paraplanning teams, in order for them to be part of our first line of defence as well as to provide in-depth reports and analysis to Advisers to enable them to present recommendations to clients.

You will work with the Paraplanning Managers and the Regional Directors in assessing the technical skills of the team and the quality of the output, as well as identifying and helping to resolve issues that impact on the firm's ability to deliver high quality service and advice.

You'll build and maintain strong relationships with our Financial Planning and Paraplanning teams, and will work to identify and overcome training and coaching needs within Paraplanning teams, proactively equipping the Paraplanning teams with the skills so that they can work with information provided by the Adviser to meet the clients' financial planning needs. This will involve a variety of face to face or remote training and discussions in one to one or group environments.

You will become the subject matter expert, whom the Paraplanning team can rely on to navigate complex queries and will be confident in presenting your MI/BI reports with accuracy and context. You may be involved in project work on occasion with teams from the wider Quilter family.

You'll keep your own FCA, Quilter Financial Planning and Treating Customers Fairly knowledge up to date through training sought externally or provided internally and will ensure that all teams are providing Paraplanning services to Financial Advisers within FCA regulations across all regions.

You'll have strong technical knowledge and understanding of the end-to-end Client Journey, to better educate Paraplanners on the significance of their work. You'll also support and develop deep understanding of financial plan production, including cashflow analysis.

We'd like you to constantly ensure that customers are being treated fairly by you, the business and the Paraplanning teams you work with, and to highlight any situations where you believe this is not the case. Together with our paraplanners, you'll act as a critical partner to our Financial Planners, providing deep and meaningful scrutiny over client Financial Plans.

About You

You'll have a broad range of technical knowledge, with some exposure to or experience of designing and delivering training or coaching. To be successful in this role you'll need the ability to flex your style of communication to suit different audiences.

You'll be able to solve complex problems, offering a solution-focused attitude and will have excellent report writing and presentation skills.

You'll need an in-depth knowledge of the products and services that QPCA offer to meet the needs of our clients. It would be great if you had knowledge of systems and process that support our business, for example Defaqto, FE Analytics, Cashflow systems, and wrap platforms.

Experience of working within a financial planning firm, or advice business is essential. You'll also need to be level 4 qualified in financial advice, ideally you'll be level 6 or working towards chartered status.

Core Benefits

Holiday: 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: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

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.

About Us

Quilter is a leading provider of advice, investments and wealth management in the UK and internationally. Managing over £100 billion of investments on behalf of over 900,000 customers, we operate in one of the largest wealth markets in the world - and one that is growing.

Our promise

At Quilter, we're committed to creating an inclusive culture that embraces diversity. We promote equal opportunities and make sure no applicant receives less favourable treatment on the grounds of gender, marital status, nationality, ethnicity, age, sexual orientation, responsibilities for dependants, physical or mental disability. We select candidates for interview based purely on their skills, qualifications, experience and potential.

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