Financial Planner Manager – South

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!

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.

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.

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…