Financial Planner

Quilter

Exeter, England, United Kingdom
Hybrid
Experience delivering regulated advice
Strong technical knowledge
Ability to originate business opportunities
Quilter is seeking a Financial Planner to join its expanding team in Exeter or Bristol. The role focuses on providing bespoke financial planning advice to private clients, with an emphasis on developing new client relationships and collaborating with investment managers

Job Summary

  • Quilter Cheviot has been a trusted wealth manager for over 250 years, offering personalized financial advice.
  • The role involves developing new client relationships and growing assets through a strategic distribution plan.
  • Employees benefit from a non-contributory pension scheme, private medical insurance, and an incentive scheme.

Matching Summary

Match Score: 85

Quilter is seeking a Financial Planner to join its expanding team in Exeter or Bristol. The role focuses on providing bespoke financial planning advice to private clients, with an emphasis on developing new client relationships and collaborating with investment managers.

Skills & Requirements

Must-have

  • Experience delivering regulated advice
  • Strong technical knowledge
  • Ability to originate business opportunities

Nice-to-have

  • Growth mindset
  • Well-connected with professional introducers
  • Comfortable with industry changes

Key Requirements

  • Diploma/Level 4 qualified in Financial Planning
  • Experience advising high-net-worth clients

Work Rights

Not specified

Tailored Resume

Cover Letter