Trainee Paraplanner

Quilter

. Support preparation of suitability reports, financial planning documentation, and client recommendations .

Posted 9/15/2026full-timeBirmingham • United KingdomEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical and problem-solving skills while effectively managing workloads and deadlines. Proficient in financial planning processes and committed to ongoing professional development and regulatory compliance.

Highest-signal resume keywords

Numerical SkillsAnalytical SkillsFinancial Planning KnowledgeMicrosoft Office ProficiencyLevel 4 Diploma in Financial Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Planning DocumentationResearch and AnalysisClient RecommendationsTechnical Information InterpretationRecord Maintenance

Soft Skills

Attention to DetailWritten CommunicationVerbal CommunicationTeamworkProactive Learning

Tools & Technologies

Internal SystemsBusiness SystemsMicrosoft WordMicrosoft ExcelMicrosoft Outlook

Certifications & Qualifications

Level 4 Diploma in Financial Planning

Industry Keywords

Financial Services AdministrationParaplanning ProcessRegulatory RequirementsClient OutcomesCompliance

About the role

Key responsibilities & impact

Support preparation of suitability reports, financial planning documentation, and client recommendations
Assist with research and analysis of financial planning solutions across pensions, investments, protection, and other advice areas
Gather, review, and maintain client information to support advice processes
Develop understanding of the end-to-end financial planning and paraplanning process
Build and apply technical knowledge through professional study and practical experience
Use internal systems and technology to maintain records and produce documentation accurately
Attend internal and external training courses and pursue industry qualifications
Maintain awareness of regulatory requirements and company policies
Contribute to team objectives, share knowledge, and support colleagues
Collaborate with Financial Planners, Administrators, Compliance teams, and other stakeholders to deliver high-quality client outcomes

Requirements

What you’ll need

Strong numerical, analytical, and problem-solving skills
Excellent attention to detail and ability to produce accurate work
Strong written and verbal communication skills
Ability to organise and prioritise workloads effectively while meeting deadlines
Proactive approach to learning and self-development
Ability to understand, interpret, and apply technical information
Strong team-working skills and willingness to support colleagues
Professional and responsible approach to work
Confidence in using technology and business systems
Good working knowledge of Microsoft Office, particularly Word, Excel, and Outlook
Experience of financial services administration or financial planning support activities would be beneficial but is not essential
Working towards, or committed to achieving, the Level 4 Diploma in Financial Planning or an equivalent professional qualification

Benefits

Comp & perks

182 hours holiday (26 days)
Quilter Incentive Scheme
Non-contributory company pension scheme, boostable through personal contributions
Private Medical Insurance, with options to include partner or children
Life Assurance at 4x salary
Income Protection at 75% of salary, less state benefits, payable after 26 weeks of absence
Healthcare Cash Plan for Jersey employees only
Flexible benefits for UK employees, payable via salary deduction