Quilter Cheviot is seeking a Financial Planner to manage and grow a high-net-worth client base, delivering holistic advice and winning new business in a competitive UK market. You will inherit established relationships and a platform backed by our investment and marketing teams to drive growth and profitability.
With a Level 4 Diploma in Financial Planning and strong regulatory knowledge, you will build trust with clients, work with discretionary investment specialists, and expand your advisory
Senior Financial Planner – Private Client Growth in Liverpool 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.
