At a Glance
- Tasks: Grow high-net-worth clients by delivering expert financial planning and investment advice.
- Company: Join Quilter Cheviot, a leader in wealth management with a focus on client relationships.
- Benefits: Enjoy competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for career advancement and collaboration with specialists.
- Why this job: Make a real impact by helping clients achieve their financial goals and grow their wealth.
- Qualifications: Experience in financial planning and strong relationship-building skills required.
The predicted salary is between 59400 - 72600 £ per year.
Quilter Cheviot is seeking a Financial Planner to grow the lower and high-net-worth client base, delivering holistic financial planning and investment advice. You will leverage your network and Quilter referrals to win new business while maintaining strong client relationships and ensuring FCA compliance.
You’ll work with the Advice - Financial Planning team to drive profitability, supported by marketing and discretionary investment specialists, and promote a high-quality client experience.
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Senior Financial Planner: Grow HNW Clients & Wealth employer: Quilter
Quilter is an exceptional employer located in the vibrant city of Southampton, offering a dynamic work culture that fosters collaboration and innovation. As a Wealth Sales Consultant, you will benefit from flexible working arrangements, comprehensive training, and opportunities for professional growth within the financial services sector. With a strong focus on employee well-being, including a robust pension scheme and medical insurance, Quilter is dedicated to supporting your career while ensuring a rewarding work-life balance.
