Paraplanner

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 through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024). 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: 3: Department: Paraplanning: Location: Exeter: Contract: Permanent: The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients. Liaison with Advisers to determine the most appropriate recommendatio...