Quilter Cheviot in Birmingham is seeking an experienced Financial Planner to service an existing portfolio of high-net-worth clients. The role focuses on delivering excellent financial advice and ongoing service, strengthening long-term relationships, and driving client satisfaction.
You will grow assets under advice by delivering holistic planning, leveraging your network, warm leads from Quilter, and client bank opportunities, while collaborating with discretionary investment specialists.
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Senior Financial Planner – HNW Private Clients in Birmingham employer: Quilter Cheviot
Quilter Cheviot is an exceptional employer, offering a dynamic work environment that fosters professional growth and collaboration. With a strong commitment to inclusivity and employee well-being, we provide comprehensive benefits including a generous holiday allowance, a non-contributory pension scheme, and private medical insurance. Our hybrid working model across key UK locations allows for flexibility while being part of a team dedicated to delivering outstanding client outcomes and shaping the future of wealth management.
