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For Companies 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 strong pension scheme.
- Other info: Embrace a culture of diversity, integrity, 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 ÂŁ 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. Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi‑asset investment solutions and discretionary fund management.
If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.
About The Role
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 alongside utilising your own business development skills to grow 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 the 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.
Key Responsibilities
- 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.
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
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.
Essential
- 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.
Desirable
- 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.
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.
- 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 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
Contact Detail:
Quilter Cheviot Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Chester
✨Tip Number 1
Network like a pro! Get out there and connect with accountants, solicitors, and other professionals who can refer clients your way. Remember, building relationships is key to winning new business.
✨Tip Number 2
Follow up quickly! When you get leads, don’t let them go cold. A quick follow-up can turn a casual inquiry into a loyal client. Keep that pipeline flowing!
✨Tip Number 3
Own your growth plan! Set clear targets for yourself and track your progress. With the support from your Area Director and colleagues, you’ll be smashing those goals in no time.
✨Tip Number 4
Apply through our website! It’s the best way to get noticed and show us you’re serious about joining the Quilter Cheviot team. We can’t wait to see what you bring to the table!
We think you need these skills to ace Financial Planner in Chester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience in client care and business development, and don’t forget to showcase your qualifications like the Level 4 Diploma in Financial Planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about wealth management and how your skills align with our values. Be genuine and let your personality come through!
Showcase Your Network: Since building relationships is key for this role, mention your connections with professional introducers and how you’ve successfully generated new business in the past. We love seeing how you can leverage your network!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining the Quilter Cheviot team!
How to prepare for a job interview at Quilter Cheviot
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and market trends. Brush up on the latest statistics related to wealth management and investment strategies. This will not only show your expertise but also demonstrate your commitment to staying informed.
✨Build Rapport with Your Interviewers
Since this role is all about client relationships, practice building rapport during your interview. Use active listening techniques, maintain eye contact, and engage with your interviewers' questions. Show them that you can connect with clients just as easily.
✨Prepare Your Success Stories
Think of specific examples from your past experiences where you've successfully built client relationships or won new business. Be ready to share these stories, highlighting your business development skills and how you’ve turned prospects into long-term clients.
✨Understand Quilter Cheviot's Values
Familiarise yourself with Quilter Cheviot's core values and how they align with your own. Be prepared to discuss how you embody these values in your work, especially around integrity, curiosity, and collaboration. This will show that you're not just a fit for the role, but for the company culture too.