Experienced Paraplanner
Quilter(6 days ago)
RemoteFull TimeMedior$82,262 - $110,504 (estimated)Quilter Financial Advisers - National
Apply NowAbout this role
A Paraplanner at Quilter Financial Advisers supports financial advisers by preparing detailed reports, managing data, and conducting research to ensure high-quality client recommendations. The role involves building strong relationships within the team and embracing digital tools to improve workflow. It contributes to enhancing the quality and accuracy of financial advice provided to clients.
Required Skills
- Excel
- Word
- Outlook
- Financial Planning
- Research
Qualifications
- Level 4 Diploma in Financial Planning
About Quilter
quilter.comAdvice, investments and wealth management aiming to create brighter financial futures for every generation.
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