Trainee Paraplanner
Quilter —Birmingham
- Full-time
- Microsoft Word
- Communication skills
- Analytics
1d
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Investment Administrator - 12 month FTC
Quilter —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
2d
Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
- £24,000 - £36,000 a year
- Full-time
- Hybrid work
- English
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
12d
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Financial services
- Communication skills
Paraplanner
Cooper Parry —Birmingham
- Full-time
- Analysis skills
- Analytics
6d
Senior Pensions Administrator
Broadstone Corporate Benefits Limited —Birmingham
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Senior Administrator
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- Customer service
- English
- Analysis skills
- Free parking
- Flexitime
Quick apply
13d
Financial Administrator (Halesowen)
Perspective Financial Group —Halesowen
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Client Services Executive (Financial Services)
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- English
- Analysis skills
- Organisational skills
- Free parking
- Flexitime
Quick apply
13d
Client Advisory Analyst
LGPS Central —Wolverhampton
- Full-time
- Hybrid work
- Research
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Paraplanner
Charles Stanley —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- No degree
Paraplanner
Derek Mills Wealth Consultancy —Solihull
- £30,000 - £36,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Referral programme
Quick apply
Pensions Administrator
Broadstone Corporate Benefits Limited —Birmingham
- Full-time
- Customer service
- Continuous improvement
- Communication skills
- Health & wellbeing programme
- Employee discount
Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Social media management
- Administrative experience
Quick apply
Senior Administrator
Derek Mills Wealth Consultancy —Solihull
- £30,000 - £34,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Annual leave
Quick apply
Wealth Planning Administrator
Armstrongs Chartered Accountants —Nuneaton
- £27,000 - £32,000 a year
- Full-time
- Microsoft Word
- CRM software
- Organisational skills
Quick apply
7d
Pensions Administrator
Isio Group —Birmingham
- Full-time
- Computer literacy
- Organisational skills
- Computer skills

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financial advisory support occupations jobs near perry barr, wmd

Trainee Paraplanner

Quilter -
Birmingham

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Job details

Full-time
1 day ago

Benefits

Company pension
Private medical insurance

Qualifications

Microsoft Word
Financial planning
Stakeholder collaboration
Suitability report preparation
Microsoft Office Suite
Financial analysis
Multidisciplinary collaboration
Communication skills
Analytics

Full job description

About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.

Quilter plc is a leading wealth management business, which oversees £157.4 billion in customer investments (as at 6th August 2026). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

About the Role

Level: 2
Department: Investment Management
Location: Birmingham, Carlisle, Chester, Exeter, Leeds or London (Hybrid)
Contract: Permanent

The Trainee Paraplanner role is an excellent opportunity for an individual looking to build a long-term career in financial planning. Working as part of the Paraplanning team, you will support Financial Planners and experienced Paraplanners in the preparation of financial planning recommendations and client reports, while developing your technical knowledge and working towards professional qualifications.

You will gain exposure to a wide range of financial planning areas, including investment, retirement, protection, and estate planning. Through structured training, mentoring, and practical experience, you will develop the skills required to progress within the Paraplanning profession.

Key responsibilities:

Support the 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 an understanding of the end-to-end financial planning and paraplanning process.
Build and apply technical knowledge gained through professional study and practical experience.
Use internal systems and technology to accurately maintain records and produce documentation.
Attend internal and external training courses and actively pursue industry qualifications.
Maintain awareness of regulatory requirements and company policies.
Contribute positively to team objectives, sharing knowledge and supporting colleagues where appropriate.
Work collaboratively with Financial Planners, Administrators, Compliance teams, and other key stakeholders to deliver high-quality client outcomes.

About You

We're looking for a motivated individual with a strong interest in financial planning and a desire to develop a career within Paraplanning.

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.

#LI-VS1 #QC

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

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

Apply Now

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financial advisory support occupations jobs in perry barr, wmd

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Paraplanner / Trainee Paraplanner / Administrator

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Pensions Administrator

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