At a Glance
- Tasks: Build client relationships and grow assets through strategic networking and business development.
- Company: Join a leading financial planning firm in Bristol with a focus on inclusivity.
- Benefits: Enjoy competitive salary, generous holiday, private medical insurance, and a pension scheme.
- Other info: Dynamic work environment with opportunities for professional growth and development.
- Why this job: Make a real impact by helping clients achieve their financial goals while growing your career.
- Qualifications: Diploma/Level 4 in Financial Planning and experience in delivering regulated advice.
The predicted salary is between 40000 - 50000 £ per year.
About the Role
Level: 4
Location: Exeter or Bristol
Department: Advice - Financial Planning
Contract: Permanent
Responsibilities
- Develop new client relationships and grow assets through a well‑developed distribution strategy.
- Originate and progress new business opportunities from professional connections (e.g., accountants, solicitors, corporate advisers) and from Quilter's distribution activity, converting leads into new client relationships.
- Build & maintain a targeted professional network and referral pipeline; plan activity, attend events, 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 (activity, pipeline, conversions, 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 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.
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.
Financial Planner | Bristol, UK employer: Quilter
Quilter is an exceptional employer located in Bristol, offering a dynamic work culture that prioritises inclusivity and employee growth. With a strong focus on professional development, employees benefit from a comprehensive incentive scheme, generous holiday allowance, and robust health and pension plans, all while working in a supportive environment that values diversity and encourages meaningful client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner | Bristol, UK
✨Network Like a Pro
Get out there and start building connections! Attend industry events, join local meetups, and don’t be shy about reaching out to professionals in your field. Remember, it’s all about who you know, so make those introductions count!
✨Follow Up, Follow Up, Follow Up
After meeting someone new, drop them a quick email or message to say hi and remind them of your conversation. A little follow-up goes a long way in keeping you top of mind when they have opportunities to share.
✨Showcase Your Expertise
Don’t just tell people what you do; show them! Share insights, write articles, or even host webinars on financial planning topics. This not only builds your credibility but also attracts potential clients who see you as a go-to expert.
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial Planner | Bristol, UK
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planner role. Highlight your experience in business development and client relationships, as these are key for us. Use specific examples that showcase your skills and achievements.
Craft a Compelling Cover Letter:Your cover letter should tell us why you're the perfect fit for this role. Share your growth mindset and how you've successfully built trust with clients in the past. Don't forget to mention your qualifications and any relevant experience!
Showcase Your Technical Knowledge:We want to see your strong technical knowledge in financial planning. Make sure to include any relevant qualifications and experiences that demonstrate your understanding of risk, suitability, and compliance. This will help us see your expertise at a glance.
Apply Through Our Website:For the best chance of success, apply directly through our website. This ensures your application gets to the right people quickly. Plus, it shows us you're genuinely interested in joining our team at StudySmarter!
How to prepare for a job interview at Quilter
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial metrics and growth strategies. Brush up on key performance indicators relevant to the role, such as client acquisition costs and retention rates. Be ready to discuss how you've successfully met or exceeded targets in previous roles.
✨Network Like a Pro
Since building relationships is crucial for this position, come prepared with examples of how you've developed professional networks in the past. Think about specific events you've attended or connections you've made that led to new business opportunities. Show them you can hit the ground running!
✨Showcase Your Compliance Knowledge
Familiarise yourself with FCA rules and Quilter's compliance framework. Be prepared to discuss how you ensure that your advice meets regulatory standards and how you maintain high-quality documentation. This will show that you take compliance seriously and understand its importance in financial planning.
✨Demonstrate a Growth Mindset
Highlight your ability to adapt and grow in a changing environment. Share examples of how you've embraced change in your career, whether it’s learning new regulations or adapting to market shifts. This will resonate well with their emphasis on a growth mindset and your potential to thrive in their culture.
