The following job is no longer available:
Paraplanning Support Officer
Paraplanning Support Officer
Paraplanning Support Officer
Posted 2 August by
eFinancialCareers
Ended
Fixed Term Contract Duration - 11 Months
What the Hiring Manager says
At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.
Our business is transforming, continually modernising and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us!
The Adviser & Client Support Hub in Quilter Financial Planning (QFP) is a place for individuals to thrive, embrace digital and deliver support to advisers and to our clients. This is a new role, adding an additional opportunity for a Paraplanning Support Officer to join the small team in its transformational phase and work towards a centre excellence to provide great client outcomes.
You will support The Adviser & Client Support Hub Advisers, Paraplanners and wider National Advice Business initiatives including adviser campaigns providing a high standard of administrative support.
It would be great if you had some financial services experience, but full on the job training will be given making this a fantastic entry route into a career with Quilter.
-Paraplanning Manager - QFP Network & Campaigns
About the Role
Level: 1
Department: QFA National Hub
Location: England (Home Workers)
Contract type: FTC/Secondment - Part Time
As a Paraplanning Support Officer in QFP you will work closely with and support adviser campaigns across the technical support function.
You will build, develop, and maintain strong relationships with Paraplanners & Financial Planners as well as providing support for employed Financial Planner team and supporting the Paraplanning Support Manager in key initiatives.
You will manage incoming enquires to the central mailbox, complete all tasks in line with agreed service standards, procedures and compliance guidelines, process new business & income withdrawal applications and support annual review preparation.
Using research tools to analyse data, you will provide solutions to meet client's needs and objectives and evidencing reports to support research undertaken. This will also include, liaising with providers to obtain information and managing central data systems and trackers - always embracing digital ways of working and enhancing efficiencies.
This role will give you the opportunity to work with the wider QFA team to ensure contributions to the Quilter strategic priorities.
About You
Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
To be successful in this role, you will ideally have some knowledge of Financial Services Industry, in supporting clients or Advisers and working towards DipFA - however these aren't a necessity.
You must have a keen eye for detail, coupled with strong written (email) and telephone-based communication skills.
Due to the nature of the role, you will need to be comfortable and competent in Microsoft Office Word and Excel.
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
#LI-FD1
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
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 for conveniently via a salary deduction.
What the Hiring Manager says
At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.
Our business is transforming, continually modernising and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us!
The Adviser & Client Support Hub in Quilter Financial Planning (QFP) is a place for individuals to thrive, embrace digital and deliver support to advisers and to our clients. This is a new role, adding an additional opportunity for a Paraplanning Support Officer to join the small team in its transformational phase and work towards a centre excellence to provide great client outcomes.
You will support The Adviser & Client Support Hub Advisers, Paraplanners and wider National Advice Business initiatives including adviser campaigns providing a high standard of administrative support.
It would be great if you had some financial services experience, but full on the job training will be given making this a fantastic entry route into a career with Quilter.
-Paraplanning Manager - QFP Network & Campaigns
About the Role
Level: 1
Department: QFA National Hub
Location: England (Home Workers)
Contract type: FTC/Secondment - Part Time
As a Paraplanning Support Officer in QFP you will work closely with and support adviser campaigns across the technical support function.
You will build, develop, and maintain strong relationships with Paraplanners & Financial Planners as well as providing support for employed Financial Planner team and supporting the Paraplanning Support Manager in key initiatives.
You will manage incoming enquires to the central mailbox, complete all tasks in line with agreed service standards, procedures and compliance guidelines, process new business & income withdrawal applications and support annual review preparation.
Using research tools to analyse data, you will provide solutions to meet client's needs and objectives and evidencing reports to support research undertaken. This will also include, liaising with providers to obtain information and managing central data systems and trackers - always embracing digital ways of working and enhancing efficiencies.
This role will give you the opportunity to work with the wider QFA team to ensure contributions to the Quilter strategic priorities.
About You
Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
To be successful in this role, you will ideally have some knowledge of Financial Services Industry, in supporting clients or Advisers and working towards DipFA - however these aren't a necessity.
You must have a keen eye for detail, coupled with strong written (email) and telephone-based communication skills.
Due to the nature of the role, you will need to be comfortable and competent in Microsoft Office Word and Excel.
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
#LI-FD1
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
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 for conveniently via a salary deduction.
Reference: 53224750
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