Financial Planner: Grow High Net Worth Client Portfolio

Quilter Cheviot; Carlisle; On-site; GBP 65,000 - 95,000; Full time

Benefits offered by this job

Holiday 26 days

Pension

Private Medical Insurance

Life Assurance

Income Protection

Healthcare Cash Plan

Job summary

Quilter Cheviot in the UK is seeking a Financial Planner to grow the lower and high net worth client base, delivering holistic advice and discretionary investment management. You’ll win new business, build long-term relationships, and be rewarded for performance, backed by a strong brand and specialist investment teams.

Based in Glasgow, Edinburgh or Carlisle, the role emphasizes compliant client service, a growth plan with targets, and collaboration with marketing and distribution partners.

Qualifications

• Level 4 (Diploma) in Financial Planning (minimum).
• Experience giving regulated advice to high-net-worth private clients with strong communication and regulatory adherence.
• Advanced Financial Planning qualifications and/or the Investment Advice Certificate (Desirable).
• Experience advising existing and new high-net-worth clients and working closely with Discretionary Investment Management.

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.

Skills

Client development

Networking

Regulatory knowledge

Communication

Education

Level 4 Diploma in Financial Planning

Job description

Quilter Cheviot in the UK is seeking a Financial Planner to grow the lower and high net worth client base, delivering holistic advice and discretionary investment management. You’ll win new business, build long-term relationships, and be rewarded for performance, backed by a strong brand and specialist investment teams.

Based in Glasgow, Edinburgh or Carlisle, the role emphasizes compliant client service, a growth plan with targets, and collaboration with marketing and distribution partners.