Financial Planner

Utah State Extension; London; On-site; GBP 40,000 - 75,000; Full time

Job summary

A leading wealth management firm is seeking a Financial Planner to join their team in Jersey. This role focuses on client relationship management and providing comprehensive financial advice to high net worth clients. The ideal candidate will have a minimum Level 4 Financial Planning qualification and demonstrate strong business development skills to drive growth in both domestic and international markets.

Benefits

182 hours holiday (26 days)

Non-contributory pension scheme

Private medical insurance

4x life assurance

Income protection scheme

Flexible benefits for UK employees

Qualifications

• Minimum Level 4 qualification required.
• Experienced in compliance and risk management.
• Strong technical and product knowledge essential.

Responsibilities

• Provide holistic financial planning to high net worth clients.
• Support organic growth strategy in international markets.
• Develop and maintain client relationships proactively.

Skills

Business Development

Client Relationship Management

Risk Management

Compliance Awareness

Education

Level 4 Financial Planning Certificate

Securities Institute Investment Advice Certificate

Advanced Financial Planning Certificate

Job description

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 £119.6 billion in customer investments (as at 31 March 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
Department: Financial Planning
Location: Jersey
Contract: Permanent

As part of the new Financial Planning team, you will be key to the growth of a Jersey centred, international advice service.

We are looking for dynamic, professional, and aspirational individuals willing to be part of a successful and collaborative team. You will work closely with colleagues in Jersey and Dubai to support our organic growth strategy.

The focus of this Financial Planner role is to help grow the business and support high net worth clients with the provision of holistic financial planning whilst delivering a first-class service to them.

The initial focus of the Financial Planning team will be on opportunities within the Crown Dependencies (both private clients and corporate); however, there is ample opportunity to develop the proposition to assist clients in overseas markets.

You'll be capable of growing our numbers of clients, both from referrals and new relationships, working closely with our existing Investment Management business, where appropriate. This could include attending events, being active in local business and communities, following up leads, explaining the Financial Planning team's services to potential new clients and developing relationships with professional connections.

Working closely with the Head of Advice, you will help to develop the growth plans of the region, contributing to the overall business plan, providing coaching and advice to members of the team and helping to develop new opportunities.

You'll absorb and assimilate the latest developments in financial services, the financial markets and economic trends and will provide input into our proposition, service, and colleague development initiatives.

Ensuring that all advice is provided within a strict ethical and compliance framework is essential, as is putting clients at the heart of our business.

Regulatory obligations

Our financial planner in Jersey must operate under a comprehensive regulatory framework governed primarily by the Jersey Financial Services Commission and it is essential that you stay current with Jersey's evolving requirements under the Investment Business Code of Practice and any relevant guidance that may be published by them from time to time.

About You

This unique opportunity would suit an established Financial Planner with the confidence to support the building of and growth of an advice business spanning both domestic and international markets. You'll demonstrate an inclusive attitude to work and relationships.

You'll have a strong level of technical and product knowledge and will be an expert in client relationships and service excellence.

Knowledge and awareness of the industry and developments is key, with business development and origination skills highly desirable. In addition, you will be experienced in compliance and risk management.

As a minimum, you must hold a level 4 Financial Planning Certificate. Desirable qualifications would include Securities Institute Investment Advice Certificate or the Advanced Financial Planning Certificate.

#LI-VS1 #QC

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.