About this role
Paraplanner at Quilter. Location: Exeter, ., United Kingdom. Role: Provide in-depth reports, Liaise with Advisers, Present reports to clients Requirements: Paraplanner role requiring report writing, client-focused financial planning support, and proficiency in MS Office and financial planning tools. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, Defaqto Engage, Analytics, X-Plan Certifications: cii qcf level 4 diploma Commitment: Full Time Workplace: Onsite Languages: English