At a Glance
- Tasks: Build long-term client relationships and win new business in a dynamic financial planning role.
- Company: Join Quilter Cheviot, a leading wealth management firm with over 250 years of experience.
- Benefits: Enjoy competitive salary, flexible benefits, private medical insurance, and generous holiday allowance.
- Other info: Inclusive culture that values diversity and supports personal growth.
- Why this job: Make a real impact by guiding clients through their financial futures and growing your career.
- Qualifications: Level 4 Diploma in Financial Planning and strong client care skills required.
The predicted salary is between 56700 - 69300 £ per year.
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.
About the Role
- This is a client and growth focused high-impact role for a Financial Planner who enjoys winning new business, building long-term relationships and being rewarded for overall performance.
- You will grow the lower and high net worth aligned existing client base alongside utilising your own business development skills to grow the client base.
- You’ll drive deeper client engagement providing holistic advice to the existing clients’ and also new client growth increasing assets under advice and overall profitability.
- Maintain and grow an existing client base.
- Win new clients through your professional network (accountants, solicitors, corporate advisers) and Quilter referrals, converting enquiries into new relationships.
- Build and maintain a high-quality pipeline—running events, following up quickly and creating a consistent flow of new business.
- Keep everything compliant—meeting FCA requirements and Quilter values and standards, generating great client outcomes and documentation.
About You
- Strong client care, business development skills and aptitude—able to build trust quickly and turn prospects into long-term clients.
- Strong technical knowledge with a focus on intelligent, differentiated client solutions and judgement on risk, suitability and compliance, with clear client documentation.
- Well connected with professional introducers; able to generate new business through referrals and an agreed distribution plan.
- Essential Level 4 (Diploma) in Financial Planning (minimum).
- Experience giving regulated advice to high-net-worth private clients, with strong communication skills and regulatory adherence/awareness.
Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential.
Core Benefits
- Holiday: 182 hours (26 days)
- Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
- Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
- Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
- Life Assurance: 4x your salary.
- Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
We create brighter financial futures for every generation. We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind.
Financial Planner in London employer: 1001 Quilter Cheviot Limited
Quilter Cheviot is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong commitment to employee growth, we provide extensive training opportunities and a supportive culture that values diversity and inclusivity. Our comprehensive benefits package, including a generous holiday allowance and private medical insurance, ensures that our team members are well taken care of, allowing them to focus on delivering outstanding service to our clients.
Contact Details:
1001 Quilter Cheviot Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in London
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We think you need these skills to ace Financial Planner in London
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✨Brush Up on Financial Analysis Skills
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