Financial Planner in Bristol

About the Business

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.

About the Role

• Level: 4
• Location: Exeter or Bristol
• Department: Advice - Financial Planning
• Contract: Permanent

Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Bristol or Exeter. 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.

As a growth-focused Financial Planner, you’ll be responsible for developing new client relationships and growing assets through a well-developed distribution strategy. You’ll originate opportunities through professional connections and introducers, referrals from a small portfolio of existing clients, and close collaboration with internal colleagues to convert qualified leads into long-term client relationships.

• Originate and progress new business opportunities from professional connections (e.g., accountants, solicitors and corporate advisers) and from Quilter’s distribution activity, converting leads into new client relationships.
• Build and maintain a targeted professional network and referral pipeline; plan activity, attend events, and execute disciplined follow-up to deliver sustainable inflows.
• Generate introductions and referrals from a small portfolio of existing clients by delivering high-quality outcomes and asking for advocacy at the right moments; maintain strong relationships that support ongoing growth.
• Own your new-business plan and performance against growth targets (e.g., activity, pipeline, conversions and net flows), working closely with the Area Director and distribution partners to maximise reach and impact.
• Operate within FCA rules and Quilter’s ethical, risk and compliance framework, ensuring all advice, documentation and new client onboarding are completed to the required standards.

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

• Growth mindset with a strong track record in business development—able to originate opportunities, build trust quickly, and convert prospects into long-term clients.
• Strong technical knowledge with sound judgement in risk, suitability and compliance, supported by clear, high-quality client documentation.
• Well-connected with credibility among professional introducers; able to generate new business through relationships, referrals from a small existing client base, and strong alignment to a well-developed distribution strategy.
• Comfortable with change; keeps up to date with industry developments and translates them into clear client outcomes.

Essential

• Diploma/Level 4 qualified in Financial Planning (minimum).
• Experience delivering regulated advice to private clients, with strong suitability documentation and FCA awareness.

Desirable

• Advanced Financial Planning qualifications and/or Investment Advice Certificate (or equivalent).
• Experience advising high‑net‑worth clients and collaborating closely with Discretionary Investment Management.

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.