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For Companies At a Glance
- Tasks: Provide bespoke financial planning advice and develop new client relationships.
- Company: Join Quilter Cheviot, a leading wealth management firm with over 250 years of experience.
- Benefits: Enjoy competitive salary, private medical insurance, and a generous holiday allowance.
- Why this job: Make a real impact by helping clients achieve their financial goals in a dynamic environment.
- Qualifications: Diploma/Level 4 qualified in Financial Planning and experience in delivering regulated advice.
- Other info: Embrace a culture of inclusivity and continuous growth with excellent career development opportunities.
The predicted salary is between 50000 - 60000 ÂŁ per year.
About The Business
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years. Today, it is one of the UK’s largest wealth management firms, offering expert discretionary investment management and financial advice. We provide a highly personalised offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. Our presence spans the UK, Ireland, Dubai and the Channel Islands.
About The Role
- Level: 4
- Location: Exeter or Bristol
- Department: Advice - Financial Planning
- Contract: Permanent
Quilter Cheviot Financial Planning is currently expanding and is looking for employed Financial Planners to join our dynamic, forward‑thinking teams in Bristol or Exeter. You will be part of a regional team, providing bespoke financial planning advice to private clients with complex needs, working collaboratively across Quilter’s Wealth Management Division and often in partnership with our Investment Managers.
As a growth‑focused Financial Planner, you will:
- Develop new client relationships, grow assets through a well‑developed distribution strategy, and originate opportunities through professional connections, referrals from a small portfolio of existing clients, and internal collaboration to convert qualified leads into long‑term relationships.
- Originate and progress new business opportunities from professional connections (e.g., accountants, solicitors and corporate advisers) and Quilter’s distribution activity, converting leads into new client relationships.
- Build and maintain a targeted professional network and referral pipeline; plan activity, attend events, and execute disciplined follow‑up to deliver sustainable inflows.
- Generate introductions and referrals from a small portfolio of existing clients by delivering high‑quality outcomes and asking for advocacy at the right moments; maintain strong relationships that support ongoing growth.
- Own your new‑business plan and performance against growth targets (activity, pipeline, conversions and net flows), working closely with the Area Director and distribution partners to maximise reach and impact.
- Operate within FCA rules and Quilter’s ethical, risk and compliance framework, ensuring all advice, documentation and new client onboarding are completed to the required standards.
Consumer Duty
This role is within scope of the Consumer Duty and is expected to comply with Quilter Cheviot Consumer Duty policies and requirements.
About You
- Growth mindset with a strong track record in business development—able to originate opportunities, build trust quickly, and convert prospects into long‑term clients.
- Strong technical knowledge with sound judgement in risk, suitability and compliance, supported by clear, high‑quality client documentation.
- Well‑connected with credibility among professional introducers; able to generate new business through relationships, referrals from a small existing client base, and strong alignment to a well‑developed distribution strategy.
- Comfortable with change; keeps up to date with industry developments and translates them into clear client outcomes.
Essential
- Diploma/Level 4 qualified in Financial Planning (minimum).
- Experience delivering regulated advice to private clients, with strong suitability documentation and FCA awareness.
Desirable
- Advanced Financial Planning qualifications and/or Investment Advice Certificate (or equivalent).
- Experience advising high‑net‑worth clients and collaborating closely with Discretionary Investment Management.
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 communities we support.
- Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs.
- Embrace challenge: We aim high to transform our potential into meaningful outcomes.
- Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone.
Core Benefits
- Holiday: 182 hours (26 days)
- Quilter Incentive Scheme: All employees are eligible to participate in an 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 Bristol employer: Quilter Cheviot
Contact Detail:
Quilter Cheviot Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Bristol
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the financial planning space. Attend industry events, join relevant groups, and don’t be shy about reaching out to potential mentors or colleagues. Building relationships can lead to referrals and new opportunities.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in financial planning. Whether it’s writing articles, hosting webinars, or sharing insights on social media, let people see what you can offer. This will help you stand out and attract clients who need your services.
✨Tip Number 3
Follow up like a champ! After meeting someone or having a conversation, send a quick follow-up message. It shows you’re interested and keeps you top of mind. Plus, it’s a great way to nurture those connections into long-term relationships.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to get your foot in the door. Don’t miss out on the chance to join our dynamic team at Quilter Cheviot—your next big opportunity could be just a click away!
We think you need these skills to ace Financial Planner in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience in business development and client relationships, as these are key for us at Quilter Cheviot. Use specific examples that showcase your skills and achievements.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial planning and how you align with our values. Don’t forget to mention your growth mindset and how you’ve successfully built client relationships in the past.
Showcase Your Technical Knowledge: We’re looking for someone with strong technical knowledge in financial planning. Make sure to include any relevant qualifications and experiences that demonstrate your understanding of compliance and suitability documentation.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Quilter Cheviot
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around FCA regulations and compliance. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry's standards.
✨Network Like a Pro
Since building relationships is key in this role, come prepared with examples of how you've successfully developed client relationships in the past. Think about your professional connections and how you can leverage them to generate new business opportunities.
✨Showcase Your Growth Mindset
Quilter Cheviot values a growth mindset, so be ready to share instances where you've embraced challenges or adapted to change. Highlight your ambition and how it has led to meaningful outcomes in your previous roles.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture, team dynamics, and their approach to client relationships. This not only shows your interest but also helps you gauge if the company aligns with your values and career goals.