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Experienced Paraplanner - Fully Remote

Remote, USA Full-time Posted 2026-06-18

Fixed Term Contract Duration - 13 Months About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter 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, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning - offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. 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, including our colleagues. 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! About the Role As a Paraplanning in the Adviser Support Centre, you will work closely with advisers from within QFP and support adviser campaigns across the National. Build, develop, and maintain strong relationships with Paraplanners, Financial Planners, and Business Assurance Accessors. Create comprehensive suitability reports that exceed the minimum quality standards expected by QFP. Use research tools to analyse data and provide 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. Embrace digital ways of working and enhance efficiencies. Work with the wider QFA team to contribute to Quilter's strategic priorities. About You Key Essential Experience, Skills, and Knowledge for a Paraplanner:

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