{"id":991347,"url":"https://alion.io/job/quilter-financial-planner-3","title":"Financial Planner","company":{"id":709168,"name":"Quilter","domain":"quilter.com","url":"https://alion.io/company/quilter-2","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":100,"open_postings":9,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":17,"computed_at":"2026-10-15T05:46:00Z"}},"role":"Industrial Engineering","role_family":"Industrial Engineering","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Exeter, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":37000,"max_usd":77000,"period":"year","method":"role_country_seniority_unknown","sample_n":765},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-08T00:00:00Z","employer_posted_date":"2026-09-28","last_verified_at":"2026-10-15T02:31:41Z","board_verified":true,"closed_at":null,"days_open":37,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":37},"description":"About the Business\nQuilter 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.\nIf 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.\nAbout the Role\nLevel: 4\nLocation: Exeter\nDepartment: Advice - Financial Planning\nContract: Permanent\nThis 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.\nYou 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.\nYou’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.\nMaintain and grow an existing client base.\n\nWin new clients through your professional network (accountants, solicitors, corporate advisers) and Quilter referrals, converting enquiries into new relationships.\n\nBuild and maintain a high-quality pipeline-running events, following up quickly and creating a consistent flow of new business.\n\nOwn your growth plan and targets (activity, pipeline and conversion), with coaching and support from the Area Director and distribution partners.\n\nKeep everything compliant-meeting FCA requirements and Quilter values and standards, generating great client outcomes and documentation.\n\nAdvancing QC’s external Brand and developing a strong personal reputation for your professionalism and the quality of your advice / client service.\n\nThe 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.\nConsumer Duty \nThis role is within scope of the Consumer Duty and is expected to comply with Quilter Cheviot Consumer Duty policies and requirements.\nSenior Managers & Certification Regime (SMCR) Roles\n4) Functions requiring qualifications\nAbout You\nKey attributes\nStrong client care, business development skills and aptitude-able to build trust quickly and turn prospects into long-term clients.\n\nStrong technical knowledge with a focus on intelligent, differentiated client solutions and judgement on risk, suitability and compliance, with clear client documentation.\n\nWell connected with professional introducers; able to generate new business through referrals and an agreed distribution plan.\n\nAdaptable and up to date with the market, turning insights into clear, positive outcomes for clients.\n\nEssential\nLevel 4 (Diploma) in Financial Planning (minimum).\n\nExperience giving regulated advice to high-net-worth private clients, with strong communication skills and regulatory adherence/ awareness.\n\nDesirable\nAdvanced Financial Planning qualifications and/or the Investment Advice Certificate (or equivalent).\n\nExperience advising existing and new high-net-worth clients and working closely with Discretionary Investment Management.\n\n#LI-VS1 #QC #QuilterCheviot\nInclusion & Diversity\nWe 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.\nValues\nDo 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.\nAlways 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.\nEmbrace 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.\nStronger 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.\nCore Benefits\nHoliday: 182 hours (26 days)\nQuilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.\nPension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.\nPrivate Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.\nLife Assurance: 4x your salary.\nIncome Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.\nHealthcare Cash Plan: Jersey employees only\nIn 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.","description_format":"text","description_chars":6290,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Health insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-09-17T02:47:49Z"},{"event":"close","at":"2026-09-25T00:16:57Z"},{"event":"reopen","at":"2026-09-28T18:06:00Z"}],"visa":[{"country":"GB","licensed_sponsor":true,"evidence":"Licensed UK visa sponsor (Senior or Specialist Worker, Skilled Worker)","filings_12m":null,"filings_prev_12m":null,"green_card_filings_12m":null,"median_offered_wage_usd":null,"route":"Global Business Mobility: Senior or Specialist Worker; Skilled Worker","cap_exempt":false,"checked_at":"2026-10-15T06:21:15+00:00","sources":["UK Home Office: register of licensed sponsors (workers)"],"filings_for_role_12m":0}],"liveness":{"score":17,"band":"cold","label":"Long shot","p_open":1,"p_active":0.476,"p_room":0.35,"age_days":37,"expected_fill_days":17,"reasons":["conf:3","wave","velocity","win:tail"],"computed_at":"2026-10-15T05:46:00Z"},"pay":null,"html_url":"https://alion.io/job/quilter-financial-planner-3","json_url":"https://alion.io/job/quilter-financial-planner-3.json","meta":{"generated_at":"2026-10-15T13:47:28Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":21203,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":709168},"rest":"https://alion.io/mcp/rest/get_company?id=709168"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fquilter-financial-planner-3"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fquilter-financial-planner-3"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fquilter-financial-planner-3"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/quilter-financial-planner-3\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fquilter-financial-planner-3"}]}