At a Glance
- Tasks: Expand client base and deepen relationships through holistic financial planning.
- Company: Join Quilter Cheviot, a strong brand in private wealth management.
- Benefits: Competitive salary, support from leadership, and a focus on compliance.
- Other info: Opportunity for growth in a dynamic and supportive environment.
- Why this job: Make a real impact in clients' financial journeys while driving profitability.
- Qualifications: Experience in financial planning and strong networking skills.
The predicted salary is between 59400 - 72600 £ per year.
Quilter Cheviot is recruiting a Financial Planner to grow the lower and high-net-worth client base in the South West, with a client-centric, growth-focused approach and backing from a strong brand and investment teams.
You will expand the client base, deepen relationships, and drive profitability through holistic, compliant financial planning.
You will engage via your network and Quilter referrals, manage growth targets with support from leadership, and ensure FCA compliance.
Senior Financial Planner – Private Wealth & Growth in Exeter employer: Quilter Cheviot
Quilter Cheviot is an exceptional employer, offering a dynamic work culture in the heart of London that fosters professional growth and collaboration. With a hybrid working model and a comprehensive benefits package, employees are empowered to thrive both personally and professionally while contributing to a leading firm in the Financial Services sector.
