Financial Planner - Exeter

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.

Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Exeter and the South West. We have built a highly regarded brand and marketing capability together with an advice process that our clients trust. Our impressive capabilities set us apart, and our unwavering commitment to our clients is what defines us. We have all the ingredients to be the very best in financial planning, and we’re now looking for a successful Financial Planner to join us.

Our Financial Planners are part of our regional teams, providing financial planning advice to private clients with complex needs. Working collaboratively across Quilter’s Wealth Management Division, often in partnership with our Investment Managers, you will offer clients a bespoke financial plan and ongoing service. Our Financial Planners are capable of growing our number of clients, both from referrals and new relationships. We welcome ideas from our Financial Planners, offering support to drive growth through your own innovation.

Consumer Duty

This role is within scope of the Consumer Duty and is expected to comply with Quilter Cheviot Consumer Duty policies and requirements.

About You

You’ll be a successful Financial Planner, focused on managing existing client relationships and service excellence. A self-starter with business development and origination skills to manage the book of clients we will provide. You’ll be comfortable with change, able to navigate rapidly changing environments. You’ll also need a strong level of technical and product knowledge with highly developed compliance and risk skills, as well as the ability to keep up and distil industry developments. You’ll need to be qualified in level 4 standard in Financial Planning as a minimum. Other qualifications, for example, Institute Investment Advice Certificate and other advanced Financial Planning qualifications would be an advantage.

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

• Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
• Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
• Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
• Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
• Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
• Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
• Life Assurance: 4x your salary.
• Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
• Healthcare Cash Plan: Jersey employees only.

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

We create brighter financial futures for every generation. We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful. Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.

We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.

We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.