Financial Planning Consultant

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter oversees £157.4 billion in customer investments (as of August 2026).

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!

Level: 4

Location:

Fully Remote Department:
Distribution - Financial Planning

Contract:

Permanent

Our Financial Planner role is to provide predominantly remote Financial Advice to existing clients and new clients via media’s such has Teams, or the telephone, however occasional face to Face maybe required.

You will also support strategic initiatives in the National with concentration on the movement of back book assets under advice.

You will follow existing procedures, including annual reviews, pre and post-retirement advice, investment and protection advice as well as referrals to specialists where required.

Working with customers to identify financial requirements and needs as well as recommending suitable investment and advice vehicles to support customers / clients’ financial goals.

You will carry out annual reviews and identify more complex customer / client requirements and ensure the right advice is provided or relevant referrals are made.

Working with the wider QFA team to ensure the team are contributing towards the Quilter strategic priorities, which are:
Grow with our customers Enhance Efficiencies Embrace Digital Be a responsible Wealth Manager Consumer Duty

This role will directly impact good customer outcomes as direct client contact will be made to deliver an ongoing service.

The ongoing service is expected to be of high quality and meet client expectations.

The duties you will perform will contribute to the overall positive outcomes for our customers by ensuring their needs are correctly identified, and advice/recommendations are provided based on their personal circumstances.

The ideal candidate will have strong knowledge of the Financial Services industry as well as an extensive background in Financial Planning.

We would also want someone who has previous or current Financial Planner status.

You must have a Level 4 diploma in Financial Advice which is essential to the role.

You will be an excellent, clear communicator and be able to act with focus and care towards the client.

Adaptable by nature and who can work professionally and ethically.

You’ll have a shared vision and disciplined delivery of advice and provision of detailed KPI’s as well as the ability to work under pressure and to manage good…