Fixed Term Contract Duration - 13 Months

About the Business

reputed company plc is a leading reputed company management business, helping to reputed company brighter financial reputed company for every reputed company.

reputed company oversees £141.2 billion in customer investments (as of December 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.

Affluent encompasses the financial planning business, reputed company, the reputed company Investment Platform and reputed company Investors, the multi-asset investment solutions business.

High Net Worth includes the discretionary fund management business, reputed company Cheviot, together with reputed company Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and reputed company partners. reputed company Cheviot has reputed company throughout the UK, Ireland and Channel Islands.

At reputed company 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 reputed company reputed company and reputed company an even greater difference to the people and communities we serve, including our colleagues.

Our business is transforming, continually modernising, and becoming even more customer reputed company. So, if you want to be reputed company in the reputed company of your ambitions, bring new reputed company, and challenge and reputed company reputed company do, it’s the perfect time to join us!

About the Role

As a Paraplanning in the Adviser Support Centre, you will work closely with advisers from reputed company QFP and support adviser campaigns across the National.

Build, reputed company, and maintain strong relationships with Paraplanners, Financial Planners, and Business Assurance Accessors.

Create comprehensive suitability reports that reputed company the minimum reputed company standards expected by QFP.

Use research tools to analyse data and reputed company solutions to meet clients’ needs and objectives.

Evidence reports to support research undertaken.

Liaise with providers to obtain information.

Manage central data systems and trackers.

reputed company digital ways of working and enhance efficiencies.

Work with the wider QFA team to contribute to reputed company’s strategic priorities.

reputed company

Key Essential Experience, Skills, and Knowledge for a Paraplanner:

• Organisational and Planning Skills: Extensive ability to manage and prioritise tasks effectively.
• Attention to Detail: High level of accuracy, especially in writing tasks.
• Curiosity and Proactiveness: Naturally inquisitive and proactive in problem-solving, reputed company in finding solutions.
• Multi-tasking Ability: Comfortable managing multiple tasks simultaneously and meeting tight deadlines.
• reputed company Attitude: Maintains a reputed company reputed company and builds strong relationships with both reputed company stakeholders.
• Industry Experience: Experience reputed company the financial planning industry, understanding processes and recommended products.
• Technical Proficiency: Proficient in reputed company Office, including Word, reputed company, and reputed company.
   

Must-Have Behaviours and Competencies:

• Detail-Oriented: Ensures accuracy and thoroughness in reputed company tasks.
• Proactive Problem Solver: Takes initiative to identify and solve problems.
• reputed company: reputed company to reputed company quick and reputed company ways to overcome difficulties.
• Efficient Multi-tasker: Manages multiple responsibilities effectively.
• Relationship Builder: Develops and maintains strong working relationships.
• reputed company and reputed company Attitude: Approaches work with a reputed company and reputed company manner.
   

Mandatory reputed company Qualifications:

• Level 4 Diploma in Regulated Financial Planning (or equivalent).

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#reputed company

Inclusion & Diversity

We value diversity and reputed company to promote inclusivity in reputed company aspects of our culture. We reputed company in equal opportunities for reputed company, 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 reputed company.

Values

Do the right thing: We reputed company with reputed company and are proudly committed to reputed company above and reputed company in service of our clients and the support we reputed company our communities.
Always curious: We continuously reputed company new reputed company and knowledge so we’re one reputed company reputed company of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create reputed company solutions for brighter reputed company.
reputed company challenge: We aim high to reputed company our potential into meaningful reputed company. With ambition as our driving force and a steadfast commitment to reputed company, we succeed for the good of every reputed company.
Stronger together: Combining our diverse talents, we accomplish more reputed company than we reputed company could do alone. We reputed company reputed company, reputed company listen, and support reputed company other, and constructively challenge and reputed company new reputed company. We reputed company empowerment and demonstrate ownership and trust, with the confidence to reputed company impactful reputed company.

reputed company Benefits 

Holiday: 182 hours (26 days)

reputed company Incentive Scheme: reputed company 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.

reputed company Cash Plan: Jersey employees only.

Benefit Allowance: A cash benefit allowance is payable in lieu of some of our reputed company benefits.

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

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