Paraplanner - Wealth Planning & Client Reports

Quilter Cheviot is seeking a paraplanner to join our regional teams in Birmingham, Leeds, Carlisle or Exeter. You will provide in-depth reports and analysis to Advisers to enable client recommendations, liaise to determine the most appropriate solutions, and present the findings clearly and compliantly within FCA regulations.

The role requires a CII QCF Level 4 Diploma (or near to achieving), excellent report-writing and communication skills, and proficiency with Defaqto Engage, Analytics and

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