Financial Planner Manager – South

Quilter; Dartford; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Dartford seeks a Financial Planning Manager to lead a team in delivering exceptional client services and advice. The ideal candidate will have a Level 4 diploma in Financial Advice and experience in financial services management. You will be responsible for coaching a diverse team while achieving client retention goals in a dynamic environment. A competitive benefits package is included.

Benefits

182 holiday hours (26 days)

Incentive scheme participation

Non-contributory pension scheme

Private medical insurance

Life assurance (4x salary)

Income protection (75% of salary)

Flexible benefits via salary deduction

Qualifications

• Previous experience in advice/sales and client relationship management.
• Experience in managing or leading people.
• Strong mentoring and coaching capabilities.

Responsibilities

• Coordinate team efforts to deliver servicing to existing customers.
• Increase client retention through remote financial advice.
• Ensure team meets advice and service standards.

Skills

Advice/sales

Client relationship management

Coaching/mentoring skills

Relevant business development experience

Leading/managing people

Education

Level 4 diploma in Financial Advice

Job description

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £134.8 billion in customer investments (as of September 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.

High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues.

Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!

About the Role

Level: 4

Department: The Advice Hub - Distribution

Location: Homebased, United Kingdom

Contract Type: Permanent

Regulated/Non-Regulated: Non-Regulated

The Advice Hub is a critical growth function across the Quilter Group. Consisting of Financial Planners and support staff, providing first class ongoing financial advice to clients who have joined us as a result of acquisitions. The Advice Hub is a place for individuals to thrive, embrace digital and deliver positive client outcomes.

As part of expansion plans for The Advice Hub we are looking to recruit an additional Financial Planning Manager to lead a team of Financial Planners based in the South of England.

The role will be to coordinate the efforts of the team to deliver ongoing servicing to existing customers and grow our relationship with them. Predominantly through the means of remote financial advice, the team look to increase client retention and deliver on the advice needs of our customers. The Financial Planning Manager is responsible for the day-to-day delivery of service to our valued customers and the delivery of developments within The Advice Hub.

The team will consist of Financial Planners with varying levels of Advisory experience therefore coaching and mentoring is essential to this role. Oversight of the team’s delivery against our advice standards, service standards and competence. In additional to business targets set.

Creating a positive and productive team culture is essential, with targeted expansion plans already underway The Financial Planning Manager will also have responsibility for recruitment of new Financial Planners into the team.

The role will also be a regulated role therefore it’s essential the successful candidate is Level 4 Diploma qualified in Financial Advice.

The successful candidate will join The Advice Hub management team where it is very much a collaborative contribution to deliver against our plans.

Consumer Duty

Whilst this isn’t a directly customer facing role, the duties you will perform support direct overall positive outcomes for our customers by enabling our leaders to make informed decisions which balance the trade-off between risk and reward and ensure regulatory compliance. This contributes to improved services, customer centric outcomes, stability, responsiveness, and overall customer satisfaction.

About You

The ideal candidate will be able to demonstrate previous experience in the following key areas:

• Advice/sales
• Client relationship management
• Coaching/mentoring skills
• Relevant business development experience
• Leading/managing people

As the Financial Planning Manager, you will have a track record of working in financial services in a management or senior advisory position.

You will be experienced in regulated financial advice.

Be delivery focused, with high energy and drive, and ability to deliver through others.

Have exceptional interpersonal skills – able to build relationships and lead through influence at different levels.

Creative problem-solving skills including negotiation and conflict resolution skills.

Able to utilise strong mentoring and coaching skills to engage and lead advisers.

You will be focused on results and achievement of targets.

Have a high level of personal confidence, able to lead, manage change through influence and persuasion and inspire others.

You must have your Level 4 diploma in Financial Advice to be considered for this opportunity.

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.