Senior Financial Planner: Growth & Trusted Advisory

Senior Financial Planner: Growth & Trusted Advisory

Full-Time No working from home possible
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Quilter Cheviot, part of Quilter plc, is seeking a Financial Planner in the South West (Exeter and Bristol). This permanent role focuses on growing an existing client base, winning new business, and building long-term client relationships within Advice - Financial Planning.

You will work with professional introducers, ensure FCA compliance, and contribute to a high-quality pipeline. Essential Diploma in Financial Planning (Level 4) and regulatory experience with high-net-worth clients are

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Senior Financial Planner: Growth & Trusted Advisory 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.

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Contact Details:

eFinancialCareers Recruitment Team