Quilter Cheviot
Wealth Management
FinancialPlanner
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Financial Planner at Quilter Cheviot. Skills: Financial Planning, Business Development, Client Relationship Management. Providing financial planning advice to private clients with complex needs. Offering clients a bespoke financial plan and ongoing service”
What You'll Achieve.
Originate and progress new business opportunities; Build and maintain a targeted professional network and referral plan activity; Deliver sustainable inflows; Generate introductions and referrals from a small portfolio of existing clients; Deliver high-quality outcomes; Ask for advocacy at the right time; Maintain relationships that support ongoing growth; Meet performance against growth targets (e.g., activity, pipeline, conversions and net flows)
Industry & Context.
Sound judgement in risk, suitability and compliance
What They're Looking For.
Must Have
Diploma/Level 4 qualified in Financial Planning (minimum), Experience delivering regulated advice to private clients, with suitability documentation and FCA awareness
Nice to Have
Advanced Financial Planning qualifications and/or Investment Advice Certificate (or equivalent), Experience advising high‑net‑worth clients and collaborating closely with Discretionary Investment Management
What You'll Do.
Providing financial planning advice to private clients with complex needs
Offering clients a bespoke financial plan and ongoing service
Growing the number of clients through referrals and new relationships
Developing new client relationships and growing assets through a well-developed distribution strategy
Originating opportunities through professional connections and introducers
Converting qualified leads into long-term client relationships
Operating within FCA rules and Quilter’s ethical
risk and compliance framework
documentation and new client onboarding are completed to the required standards
How You'll Work.
Team & Collaboration
Working collaboratively across Quilter’s Wealth Management Division; Often in partnership with our Investment Managers; Working closely with the Area Director and distribution partners
Communication Scope
Clear, high-quality client documentation; Translates industry developments into clear client outcomes
Process & Methodology
Own your new-business plan and performance against growth targets
Full 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. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. 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: 4 Location: Exeter or Bristol Department: Advice - Financial Planning Contract: Permanent Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Bristol or Exeter. We have built a highly regarded brand and marketing capability together with an advice process that our clients trust. Our impressive capabilities set us apart, and our unwavering commitment to our clients is what defines us. We have all the ingredients to be the very best in financial planning, and we’re now looking for a successful Financial Planner to join us. Our Financial Planners are part of our regional teams, providing financial planning advice to private clients with complex needs. Working collaboratively across Quilter’s Wealth Management Division, often in partnership with our Investment Managers, you will offer clients a bespoke financial plan and ongoing service. Our Financial Planners are capable of growing our number of clients, both fr
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