At a Glance
- Tasks: Build long-term client relationships and win new business in a dynamic financial planning role.
- Company: Join Quilter Cheviot, a leading wealth management firm with over 250 years of experience.
- Benefits: Enjoy competitive salary, private medical insurance, and a generous holiday allowance.
- Other info: Be part of a diverse team that values integrity, curiosity, and collaboration.
- Why this job: Make a real impact by providing tailored financial advice to clients and growing your own portfolio.
- Qualifications: Level 4 Diploma in Financial Planning and experience with high-net-worth clients required.
The predicted salary is between 50000 - 70000 £ per year.
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.
About the Role
- Level: 4/5 depending on experience
- Department: Advice - Financial Planning
- Contract: Permanent
- Location: Chester, Liverpool or Manchester
This is a client and growth focused high-impact role for a Financial Planner who enjoys winning new business, building long-term relationships and being rewarded for overall performance. You will grow the lower and high net worth aligned existing client base alongside utilising your own business development skills to grow the client base. You'll have the backing of a strong brand, marketing support and specialist investment teams so you can focus on doing great work for clients and winning new ones. You’ll drive deeper client engagement providing holistic advice to the existing clients and also new client growth increasing assets under advice and overall profitability.
Responsibilities
- Maintain and grow an existing client base.
- Win new clients through your professional network (accountants, solicitors, corporate advisers) and Quilter referrals, converting enquiries into new relationships.
- Build and maintain a high-quality pipeline-running events, following up quickly and creating a consistent flow of new business.
- Own your growth plan and targets (activity, pipeline and conversion), with coaching and support from the Area Director and distribution partners.
- Keep everything compliant-meeting FCA requirements and Quilter values and standards, generating great client outcomes and documentation.
- Advancing QC's external Brand and developing a strong personal reputation for your professionalism and the quality of your advice / client service.
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
Key attributes:
- Strong client care, business development skills and aptitude-able to build trust quickly and turn prospects into long-term clients.
- Strong technical knowledge with a focus on intelligent, differentiated client solutions and judgement on risk, suitability and compliance, with clear client documentation.
- Well connected with professional introducers; able to generate new business through referrals and an agreed distribution plan.
- Adaptable and up to date with the market, turning insights into clear, positive outcomes for clients.
Essential:
- Level 4 (Diploma) in Financial Planning (minimum).
- Experience giving regulated advice to high-net-worth private clients, with strong communication skills and regulatory adherence/ awareness.
Desirable:
- Advanced Financial Planning qualifications and/or the Investment Advice Certificate (or equivalent).
- Experience advising existing and new high-net-worth clients and working 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.
- Embrace challenge: We aim high to transform our potential into meaningful outcomes.
- Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone.
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.
Financial Planner | Chester, UK employer: Quilter
Quilter Cheviot is an exceptional employer, offering a dynamic work environment in Chester where financial planners can thrive. With a strong emphasis on personal and professional growth, employees benefit from comprehensive training, a supportive culture, and the opportunity to build long-lasting client relationships backed by a reputable brand. The company also provides attractive benefits, including a generous holiday allowance, a non-contributory pension scheme, and private medical insurance, making it a rewarding place to advance your career in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner | Chester, UK
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join local finance groups, and don’t be shy about reaching out to your existing contacts. Remember, personal connections can lead to fantastic opportunities!
✨Tip Number 2
Showcase your expertise! Create a strong online presence by sharing insights on financial planning through social media or blogs. This not only positions you as a knowledgeable professional but also attracts potential clients who are looking for someone like you.
✨Tip Number 3
Follow up like it’s your job! After meeting someone or having a conversation, send a quick message to thank them and keep the dialogue going. A simple follow-up can turn a casual chat into a solid business relationship.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Plus, it shows you’re genuinely interested in joining our team at Quilter Cheviot. Don’t miss out on the chance to be part of something great!
We think you need these skills to ace Financial Planner | Chester, UK
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planner role. Highlight your experience with high-net-worth clients and any relevant qualifications. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Network:Since building relationships is key in this role, mention your professional connections and how they can help grow our client base. We love seeing candidates who are well-connected and proactive!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Quilter
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in the financial metrics and performance indicators relevant to Quilter Cheviot. Brush up on their recent investment figures and market strategies so you can discuss how your skills align with their goals.
✨Build Rapport with Real Examples
During the interview, share specific examples of how you've successfully built long-term client relationships in the past. Use stories that highlight your business development skills and ability to turn prospects into loyal clients, as this is key for the role.
✨Showcase Your Compliance Knowledge
Familiarise yourself with FCA requirements and Quilter's compliance standards. Be prepared to discuss how you ensure regulatory adherence in your previous roles, as this will demonstrate your commitment to maintaining high professional standards.
✨Ask Insightful Questions
Prepare thoughtful questions that show your understanding of the wealth management landscape and Quilter Cheviot's position within it. Inquire about their approach to client engagement and how they support their Financial Planners in achieving growth targets.
