Transforming your financial landscape

Are You Working in a Paraplanning Role
but Ready for a New Challenge?

 

Consumer Duty: Financial Services and Client Satisfaction

 

  • Are you passionate about finance but stuck in a role that doesn’t let you spread your wings?
  • Perhaps you feel isolated?
  • Do you want to broaden your learning and immerse yourself in new challenges?

We understand how career stagnation might make you feel frustrated. 

 

We have the Perfect Solution

Imagine working in an environment where your skills are not only recognised but honed for bigger responsibilities. 

 

A Rare Opportunity to Grow Your Career with Questa

We’re Questa, and we’re looking for an enthusiastic and ambitious Paraplanner just like you?

Click here to download the full job specification

We would like to speak to someone eager to step up and evolve. From the moment you join us, you can count on Questa to invest all available energies into your personal career development.

 

How will the role challenge you?

  • Client Interaction: Be the linchpin between our financial planners and our clients. You’re not just managing files; you’re building relationships.
  • Research and Analysis: Manifest your inner investigator. Identify the best solutions tailored to each client’s unique needs. 
  • Compliance Collaboration: Work hand-in-hand with our compliance team to deliver perfect documentation workflows. 
  • Report Wizardry: Craft impeccable reports within tight deadlines. We’re counting on your accuracy to inspire and transform our clients’ futures.
  • Team Synergy: Forge close bonds with our planners. Your input will directly elevate our service quality.

Ready to join Questa?

Click here to download the full job specification.

For more details, please contact us at info@questachartered.co.uk with a copy of your CV and covering letter. Your future self will thank you!

 

No agencies please.

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