Quilter Cheviot in Birmingham is seeking an experienced Financial Planner to service an existing portfolio of high-net-worth clients. You will deliver excellent financial advice and outstanding ongoing service, building on long‑term relationships that drive satisfaction, loyalty and trust.
You’ll grow assets under advice by leveraging your own network, warm Quilter leads and self-generated opportunities, while working closely with Investment Managers and discretionary specialists.
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Senior Financial Planner for High‑Net‑Worth Clients in Birmingham employer: Quilter plc
Quilter plc is an exceptional employer, offering a dynamic work environment in London where innovation and collaboration thrive. With a strong commitment to employee growth, we provide extensive training opportunities and a supportive culture that values diversity and inclusivity. Our comprehensive benefits package, including a generous holiday allowance and a non-contributory pension scheme, ensures that our employees are well taken care of while they contribute to our mission of being the UK's best wealth manager.
