Quilter Cheviot in Exeter is seeking a Financial Planner to grow the existing client base and win new business through professional networks. You will deliver holistic financial planning and collaborate with specialist investment teams to drive assets under advice.
With a focus on high-net-worth clients, you will maintain strong client relationships, ensure regulatory compliance, and contribute to the firm’s growth through proactive business development across Devon and Cornwall.
#J-18808-Ljbffr
Exeter Wealth Planner & Growth Advisor employer: eFinancialCareers
As a leading global asset manager based in London, we pride ourselves on fostering a dynamic and inclusive work culture that values innovation and collaboration. Our employees benefit from comprehensive professional development opportunities, competitive compensation packages, and the chance to work with cutting-edge AI tools that enhance their skills and productivity. Join us to be part of a team that not only drives success but also prioritises employee well-being and growth in a vibrant city.
