London-Based Financial Planner for High-Net-Worth Growth

Quilter plc; Greater London; Hybrid; GBP 55,000 - 90,000; Full time

Benefits offered by this job

Holiday 26 days

Pension scheme

Private medical insurance

Life assurance

Income protection

Job summary

Quilter Cheviot in London is seeking a Financial Planner to grow high-net-worth client relationships, win new business and deliver holistic advice. You’ll work with a strong brand, backed by marketing support and discretionary investment specialists to serve clients effectively.

This permanent, London-based role requires Level 4 Diploma in Financial Planning and experience giving regulated advice. You will build and maintain a pipeline, comply with FCA rules, and contribute to profitable growth

Qualifications

• Strong client care and business development skills with regulatory awareness.
• Experience giving regulated advice to high-net-worth private clients.
• Ability to build and maintain a compliant, high-quality client pipeline.

Responsibilities

• Grow existing client base and win new business.
• Deliver holistic financial planning and advice.
• Maintain FCA compliance and client documentation.

Skills

Client care

Business development

Regulatory adherence

Networking

Education

Level 4 Diploma in Financial Planning

Tools

Discretionary Investment Management

Job description

Quilter Cheviot in London is seeking a Financial Planner to grow high-net-worth client relationships, win new business and deliver holistic advice. You’ll work with a strong brand, backed by marketing support and discretionary investment specialists to serve clients effectively.

This permanent, London-based role requires Level 4 Diploma in Financial Planning and experience giving regulated advice. You will build and maintain a pipeline, comply with FCA rules, and contribute to profitable growth