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- Tasks: Join our team as a Financial Planner, advising high-net-worth clients on complex financial needs.
- Company: Quilter plc is a leading UK wealth management company with a strong reputation and innovative approach.
- Benefits: Enjoy 26 days holiday, a generous pension scheme, private medical insurance, and performance-based incentives.
- Why this job: Be part of a dynamic team that values fresh ideas and client relationships in a supportive environment.
- Qualifications: Must have Level 4 Financial Planning qualification; additional certifications are a plus.
- Other info: Hybrid working available; we encourage diverse applicants to apply.
The predicted salary is between 28800 - 48000 £ per year.
Due to expansion, Quilter Private Client Advisers is currently looking for employed Financial Planners to join our dynamic and forward-thinking team. 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.
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 numbers of clients, both from referrals and new relationships. We welcome ideas from our Financial Planners, offering support to drive growth through your own innovation.
About the Role
- Level: 4
- Department: Quilter Private Client Advisers
- Location: Leeds, England with Hybrid Working
- Contract type: Permanent
You will become a key part of our regional teams, providing financial planning advice to private clients with complex needs. This is likely to include areas such as protection needs, savings and investments, retirement and pensions, and estate management including trusts and inheritance tax planning. You’ll manage a portfolio of high-net-worth clients, delivering the required elements relevant to their chosen service level and fee level.
You’ll seek appropriate business opportunities, both from new and existing clients, working closely with Quilter Cheviot. For example, attending events, being active in local business and communities, following up leads, explaining the Wealth Management Division’s services to potential new clients and following up on all opportunities to obtain new clients as well as developing relationships with professional connections.
Working closely with your Financial Planning Manager you will help to develop growth plans, contributing to the wider business plan and provide coaching/advice to members of the team, helping to develop our people as well as new business opportunities. You’ll also have the opportunity to provide input into our proposition, service, and colleague development initiatives as an active member of the team. You’ll ensure all advice provided is within a strict ethical and compliance framework, ensuring that all operations affecting clients are carried out in accordance with FCA rules, whilst putting clients at the heart of our business.
About You
Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs. You’ll be a successful Financial Planner, focused on client relationships and service excellence. A self-starter with business development and origination skills, fresh thinking, and lots of ideas. 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, the Advanced Financial Planning Certificate, the ATT from the Association of Taxation Technicians or the ATII from The Chartered Institute of Taxation would be an advantage.
Core Benefits
- Holiday: 26 days
- Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it.
- Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions.
- Private Medical Insurance: Single cover as standard, cover can be increased at your own cost.
- Life Assurance: 4x your salary, cover can be increased at your own cost.
- Income Protection: 75% of salary payable after 26 weeks of absence.
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
About the company
Quilter plc, formerly known as Old Mutual Wealth Management Limited, is a British multinational wealth management company formed to take over the UK wealth management business of Old Mutual plc after its separation of business.
Financial Planner - Leeds employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Leeds
✨Network Actively
Get involved in local business events and community activities in Leeds. Building relationships with potential clients and professional connections can significantly enhance your chances of landing the Financial Planner role.
✨Showcase Your Expertise
Be prepared to discuss your technical knowledge and experience in financial planning during informal conversations or networking events. Demonstrating your understanding of complex client needs will set you apart from other candidates.
✨Engage with Quilter's Brand
Familiarise yourself with Quilter's services and values. Engaging with their content on social media or attending their webinars can help you understand their approach, making it easier to align your ideas with their vision.
✨Prepare for Collaboration
Since the role involves working closely with Investment Managers and other team members, think about how you can contribute to a collaborative environment. Be ready to share examples of past teamwork experiences that highlight your ability to drive growth and innovation.
We think you need these skills to ace Financial Planner - Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly with high-net-worth clients. Emphasise your qualifications, such as the level 4 standard in Financial Planning, and any additional certifications that may set you apart.
Craft a Compelling Cover Letter: In your cover letter, express your passion for client relationships and service excellence. Mention specific examples of how you've successfully developed business opportunities or contributed to team growth in previous roles.
Showcase Your Technical Knowledge: Demonstrate your strong technical and product knowledge in financial planning within your application. Highlight your understanding of compliance and risk management, as well as your ability to stay updated on industry developments.
Highlight Your Adaptability: Quilter values fresh thinking and adaptability. In your application, provide examples of how you've navigated change in previous roles and how you can bring innovative ideas to their team.
How to prepare for a job interview at Quilter
✨Understand the Company and Its Values
Before your interview, take some time to research Quilter Private Client Advisers. Understand their commitment to clients and their unique approach to financial planning. This will help you align your answers with their values and demonstrate that you're a good fit for their team.
✨Showcase Your Client Relationship Skills
As a Financial Planner, building strong client relationships is crucial. Prepare examples from your past experiences where you've successfully managed client portfolios or developed new business opportunities. Highlight your ability to communicate effectively and provide excellent service.
✨Demonstrate Technical Knowledge
Make sure you're up-to-date with the latest financial products and compliance regulations. Be ready to discuss your technical knowledge and how it applies to the role. This will show that you are not only qualified but also proactive in staying informed about industry developments.
✨Prepare Questions for the Interviewers
Interviews are a two-way street. Prepare thoughtful questions about the company culture, growth opportunities, and how they support their Financial Planners. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
