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.

About Us

At Quilter Private Client Advisers, we provide first-class financial advice to clients across the UK.  When it comes to finances, security and peace of mind are extremely important.  Our aim is to secure our clients' financial future by building a long-term relationship with them and by giving advice they can trust.  Our purpose is to help them achieve prosperity, security and peach of mind through expert financial planning.

We understand that a financial journey lasts a lifetime, from your first savings or home purchase through to inheritances and retirement.  We can help our clients to grow, protect, enjoy and then pass on their wealth.

Quilter Private Client Advisers is part of Quilter Financial Planning, the largest financial advice network in the UK, which in turn is owned by Quilter, a leading provider of advice, investments and wealth management both in the UK and internationally, managing over £118.7 billion of investments on behalf of over 900,000 customers (as at October 2019). Quilter plc, our group holding company, is listed on the London and Johannesburg stock exchanges.

About the role

• The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients
• Liaison with Advisers to determine the most appropriate recommendations for clients financial planning
• From the information provided by the Adviser determine the most appropriate solution and recommendations to meet the clients' needs
• Determine the most appropriate way of presenting the report and ensure that it contains all the necessary information
• Ensuring that all work is completed within the required timescales and to the standards required
• Ensure that you have a thorough understanding of Quilter Treating Customers Fairly (TCF) philosophy and your role within this.
• In your role you should constantly ensure that customers are being treated fairly and highlight any situations where you believe this is not the case.
• Keep your TCF knowledge up to date through the training provided.
• Providing Paraplanning services to Financial Advisers within FCA Regulations

About you

• Proficient in the use of Microsoft Office including Word, Excel and Microsoft outlook
• Knowledge of Financial Services Industry providers, platforms, analytical tools such as Defaqto Engage and Analytics, X-Plan desirable
• Excellent communication skills, both oral and written, including being proficient in the use of technology
• Excellent report writing and presentation skills
• GCSE Mathematics and English at grade "C" or higher as a MINIMUM
• CII QCF Level 4 Diploma qualified or equivalent (or very close to achieving)
• Analytically minded,
• Good interpersonal skills
• Valid work permit for permanent work in the UK

Benefits

No matter what job you do you should feel valued and appreciated.  That's why we offer a competitive total reward package, which enables our employees to share in the success they help to create.

Core Benefits (Perm)

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

Core Benefits (Fixed Term Contract)

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

Benefit Allowance:  A cash benefit allowance is payable in lieu of some of our core benefits

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay conveniently via a salary deduction.

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.