Financial Planner

Quilter

Exeter, United Kingdom
On-site
Originate new business opportunities
Build professional network and referral pipeline
Deliver high-quality client outcomes
Quilter is seeking a Financial Planner to join their growing team in Exeter or Bristol, focusing on providing tailored financial advice to private clients. The ideal candidate will have a strong business development background and the ability to foster new client relationships

Job Summary

  • Quilter Cheviot Financial Planning is looking for employed Financial Planners to join their dynamic team in Bristol or Exeter.
  • Financial Planners will provide bespoke financial plans and ongoing service to private clients with complex needs, working collaboratively across Quilter’s Wealth Management Division.
  • The role requires a growth mindset with a strong track record in business development, technical knowledge, and experience delivering regulated advice to private clients.

Matching Summary

Match Score: 85

Quilter is seeking a Financial Planner to join their growing team in Exeter or Bristol, focusing on providing tailored financial advice to private clients. The ideal candidate will have a strong business development background and the ability to foster new client relationships.

Skills & Requirements

Must-have

  • originate new business opportunities
  • build professional network and referral pipeline
  • deliver high-quality client outcomes
  • operate within FCA rules
  • strong technical knowledge
  • sound judgement in risk and suitability

Nice-to-have

  • collaboration with investment managers
  • drive growth through innovation
  • comfortable with change
  • advanced financial planning qualifications

Key Requirements

  • Diploma/Level 4 qualified in Financial Planning (minimum)
  • Experience delivering regulated advice to private clients
  • Strong suitability documentation and FCA awareness
  • Experience advising high-net-worth clients
  • Collaboration with Discretionary Investment Management

Work Rights

Not specified

Tailored Resume

Cover Letter