At a Glance
- Tasks: Grow 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, professional development, and support from a strong brand.
- Other info: Be part of a supportive team with excellent career growth opportunities.
- Why this job: Make a real impact by providing holistic financial advice to clients.
- Qualifications: Level 4 Diploma in Financial Planning and experience with high-net-worth clients.
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.
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. Senior Managers 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.
Financial Planner employer: Quilter Cheviot
Quilter Cheviot is an exceptional employer, offering a dynamic work environment in Chester where Financial Planners can thrive. With a strong emphasis on personal and professional growth, employees benefit from comprehensive support, including marketing resources and access to specialist investment teams, fostering a culture of collaboration and innovation. The company’s commitment to client engagement and performance rewards ensures that team members are recognised for their contributions while building meaningful relationships with clients.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner
✨Network Like a Pro
Get out there and connect with people! Attend industry events, join local finance groups, and don’t shy away from reaching out to your existing contacts. Remember, every conversation could lead to a potential client or referral.
✨Leverage Quilter's Resources
Take full advantage of the marketing support and resources Quilter offers. Use their brand strength to your benefit when approaching new clients. It’s all about showcasing the value you can bring with the backing of a reputable firm.
✨Follow Up, Follow Up, Follow Up!
After meeting potential clients or leads, make sure to follow up promptly. A quick email or call can keep you top of mind and show that you’re genuinely interested in helping them with their financial needs.
✨Own Your Growth Plan
Set clear targets for yourself and track your progress. Whether it’s the number of new clients or assets under advice, having a plan will keep you focused and motivated. Plus, it’ll help you identify areas where you can improve!
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that align with the Financial Planner role. Highlight your experience in building client relationships and any relevant qualifications, like your 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 you can contribute to our team. Mention specific examples of how you've successfully grown client bases or provided exceptional service.
Showcase Your Network:Since this role involves winning new clients through your professional network, don’t forget to mention any connections you have with accountants, solicitors, or corporate advisers. This could set you apart from other candidates!
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 keen on joining our team at Quilter Cheviot!
How to prepare for a job interview at Quilter Cheviot
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial metrics and investment strategies. Brush up on key figures related to Quilter Cheviot, like their assets under management, and be ready to discuss how you can contribute to growing that number.
✨Showcase Your Networking Skills
This role is all about winning new clients through your professional network. Prepare examples of how you've successfully built relationships in the past, and think about how you can leverage your existing connections to benefit Quilter Cheviot.
✨Understand Compliance Inside Out
Compliance is crucial in this industry. Familiarise yourself with FCA requirements and Quilter’s values. Be prepared to discuss how you’ve ensured compliance in your previous roles and how you plan to maintain high standards in your work.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills and client engagement strategies. Think about past experiences where you’ve turned challenges into opportunities, and be ready to share those stories during the interview.
