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 2025). 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.

About the Role

Level: 4

Location: Exeter

Department: Advice - Financial Planning

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.

The role is based in the South West so you will ideally be able to commute to our Bristol and Exeter offices, and also meet with clients across both Devon and Cornwall.

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

About You

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.

• Adaptable and up to date with the market, turning insights into clear, positive outcomes for clients.

Essential

• 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.

Desirable

• Advanced Financial Planning qualifications and/or the Investment Advice Certificate (or equivalent).

• Experience advising existing and new high-net-worth clients and working closely with Discretionary Investment Management.

#LI-VS1 #QC #QuilterCheviot

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.

Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.

Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.

Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.