Financial Planner

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 £126.3 billion in customer investments (as at 6th August 2026). 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.

Level 4 or 5

Location:

Glasgow, Edinburgh or Carlisle

Department:
Advice

Contract:

Permanent

This is a client and growth focused high-impact role for a Financial Planner who enjoys winning new business, building long-term relationships and being rewarded for overall performance.

You will grow the lower and high net worth aligned existing client base alongside utilising your own business development skills to grow the client base. You’ll have the backing of a strong brand, marketing support and specialist investment teams—so you can focus on doing great work for clients and winning new ones.

You’ll drive deeper client engagement providing holistic advice to the existing clients’ and also new client growth increasing assets under advice and overall profitability. Using your own network (and warm leads from Quilter), you’ll build a strong pipeline and convert opportunities into loyal, long-term client relationships—supported by marketing, colleagues and discretionary investment specialists.

• 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.

This role is within scope of the Consumer Duty and is expected to comply with Quilter Cheviot Consumer Duty policies and requirements.

• Functions requiring qualifications
  7) Client-Dealing

• Strong client care, business development skills and aptitude—able to build trust quickly and turn prospects into long-term clients.
• Strong technical knowledge with a focus on intelligent, differentiated client solutions and judgement on risk, suitability and compliance, with clear client documentation.
• Well connected with professional introducers; able to generate new business through referrals and an agreed distribution plan.
• Adaptable and up to date with the market, turning insights into clear, positive outcomes for clients.

• Level 4 (Diploma) in Financial Planning (minimum).
• Experience giving regulated advice to high-net-worth private clients, with strong communication skills and regulatory adherence/ awareness.

• Advanced Financial Planning…