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, generous holiday, private medical insurance, and a pension scheme.
- Other info: Embrace a culture of inclusivity and continuous learning while advancing your career.
- Why this job: Make a real impact by providing tailored financial advice to clients and growing your own network.
- Qualifications: Level 4 Diploma in Financial Planning and experience with high-net-worth clients required.
The predicted salary is between 50000 - 70000 £ 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
- Level: 4/5 depending on experience
- Department: Advice – Financial Planning
- Contract: Permanent
- Location: Chester, Liverpool or Manchester
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 while utilising your own business development skills to expand the client base. You’ll have the backing of a strong brand, marketing support and specialist investment teams—so you can focus on doing great work for clients and winning new ones. You’ll drive deeper client engagement, providing holistic advice to existing clients and also new client growth, increasing assets under advice and overall profitability.
Using your own network (and warm leads from Quilter), you’ll build a strong pipeline and convert opportunities into loyal, long-term client relationships—supported by marketing, colleagues and discretionary investment specialists.
- 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.
- Own your growth plan and targets (activity, pipeline and conversion), with coaching and support from the Area Director and distribution partners.
- Keep everything compliant—meeting FCA requirements and Quilter values and standards, generating great client outcomes and documentation.
- Advancing QC’s external Brand and developing a strong personal reputation for your professionalism and the quality of your advice / client service.
About You
Key Attributes- 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.
- Adaptable and up to date with the market, turning insights into clear, positive outcomes for clients.
- 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.
- Advanced Financial Planning qualifications and/or the Investment Advice Certificate (or equivalent).
- Experience advising existing and new high-net-worth clients and working closely with Discretionary Investment Management.
Consumer Duty
This role is within scope of the Consumer Duty and is expected to comply with Quilter Cheviot Consumer Duty policies and requirements.
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. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Values
- Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
- Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
- Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
- Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.
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.
- Healthcare Cash Plan: Jersey employees only.
In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.
Financial Planner in Chester employer: Quilter Cheviot Ltd
Quilter Cheviot is an exceptional employer, renowned for its commitment to employee growth and a supportive work culture. With over 250 years of experience in wealth management, employees benefit from a strong brand reputation, comprehensive training, and a collaborative environment that fosters innovation and inclusivity. Located in vibrant cities like Chester, Liverpool, and Manchester, the company offers competitive benefits, including a generous holiday allowance, a non-contributory pension scheme, and opportunities for performance-based incentives, making it an ideal place for Financial Planners seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Chester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Quilter Cheviot Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner in Chester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Quilter Cheviot Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Quilter Cheviot Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Quilter Cheviot Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Quilter Cheviot Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Quilter Cheviot Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Quilter Cheviot Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
