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

Location:

Chester

Contract:

Permanent Department:
Advice

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. The successful candidate will inherit an established client portfolio with assets under management of circa £45 million, providing a strong platform from which to develop existing relationships and drive future growth. You will grow this lower and high net worth client base while utilising your own business development skills to attract and onboard new clients.

You'll have the backing of a strong brand, marketing support and specialist investment teams, allowing you to focus on delivering great outcomes for clients and winning new business. You'll drive deeper client engagement by providing holistic advice to existing and prospective clients, increasing assets under advice and overall profitability. Using your own network, alongside warm leads generated through 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, including an inherited portfolio with assets under management of circa £45 million. 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 promptly 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 excellent client outcomes and maintaining high-quality documentation. Advance QC's external brand and develop a strong personal reputation for your professionalism and the quality of your advice and client service. Consumer Duty This role is within scope of the Consumer Duty and is expected to comply with Quilter Cheviot Consumer Duty policies and requirements.

Senior Managers & Certification Regime (SMCR) Roles
4) Functions requiring qualifications
7) Client-Dealing

Key attributes 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.…