Quilter Cheviot in the South West is recruiting a client-focused Financial Planner to grow the existing high-net-worth base, win new business and strengthen long-term client relationships across Exeter and Bristol.
You will deliver holistic advice, work with Discretionary Investment Management, maintain FCA compliance, and use your network to build a strong pipeline, supported by market-leading brand and specialist investment teams.
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Senior HNW Wealth Planner & Growth Advisor 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.
