Quilter Cheviot in the UK seeks a Financial Planner to manage an established client portfolio and drive growth. You’ll build relationships with high-net-worth clients, cross-sell discretionary investment solutions, and win new business with support from marketing and investment specialists.
Based in Chester, Liverpool, or Manchester, the role offers a strong platform and a path to senior client advisory responsibilities while maintaining FCA compliance and high-quality documentation.
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Wealth Planner – Grow HNW Client Relationships in Chester 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.
