Paraplanner found on old mutual
Chester
About the Job
The main purpose of this role is to provide Paraplanning support to Quilter Private Client Advisers based advisers to ensure full preparation of all necessary documentation & information for recommendation to be delivered by advisers.
This is a challenging and interesting role and would suit an individual with good Paraplanning/Report Writing experience and in depth knowledge of the financial services industry.
Quilter Private Client Advisers advise individuals with high levels of investable assets and the role will involve working on suitability reports that frequently involve a range of sophisticated products and taxation aspects.
Ability to work as part of a team and use own initiative when required.
This is a challenging and interesting role and would suit an individual with good Paraplanning/Report Writing experience and in depth knowledge of the financial services industry.
Quilter Private Client Advisers advise individuals with high levels of investable assets and the role will involve working on suitability reports that frequently involve a range of sophisticated products and taxation aspects.
Ability to work as part of a team and use own initiative when required.