{"id":1406399,"url":"https://alion.io/job/quilter-financial-planner-4","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":["Birmingham, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":38000,"max_usd":80000,"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":"2026-09-28T18:06:00Z","employer_posted_date":"2026-09-28","last_verified_at":"2026-10-15T02:31:41Z","board_verified":true,"closed_at":null,"days_open":17,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":17},"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 £157.4 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.\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\nDepartment: Advice\nLocation: Birmingham\nContract: Permanent\nWe are looking for an experienced Financial Planner to service an existing portfolio of high-net-worth clients. The focus of this role is delivering excellent financial advice and outstanding ongoing service, building on strong, long-term relationships that drive high levels of client satisfaction, loyalty and trust.\nYou’ll drive deeper client engagement, deliver quality investment reviews and provide holistic advice to the existing clients and also derive new client growth increasing assets under advice and overall profitability.\nUsing your own network, warm leads from Quilter and self-generated leads from the client bank you will be given, you’ll build a strong pipeline and convert opportunities increasing your book of loyal, long-term client relationships, supported by marketing and discretionary investment specialists.\nMaintain and grow an existing client base\nProvide an excellent ongoing service aligned to agreed service levels\nDeliver clear, high-quality and compliant financial advice to high-net-worth clients\nDeepen existing relationships, that drive satisfaction and loyalty, increasing share of clients’ total investable wealth\nBuild and maintain a high-quality pipeline, following up quickly and creating a consistent flow of new business\nGenerate new business through client referrals and professional connections\nOwn your growth plan and targets (activity, pipeline and conversion), with coaching and support from the Area Director and distribution partners\nKeep everything compliant - meeting FCA requirements and Quilter values and standards, generating great client outcomes and documentation\nWork closely with Investment Managers and colleagues across Quilter’s Wealth Management Division\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 7) Client-Dealing\nAbout You\n· An experienced Financial Planner with a strong focus on service excellence\n· Passionate about delivering great client outcomes and building long-term relationships\n· Commercially minded, with the ability to grow business through trust and referrals\n· Strong technical knowledge and confidence operating in a regulated environment\n· Level 4 qualified in Financial Planning as a minimum (advanced qualifications desirable)\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":5593,"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":"2026-09-28T18:06:00Z"}],"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":51,"band":"ok","label":"Likely open","p_open":1,"p_active":0.681,"p_room":0.75,"age_days":16,"expected_fill_days":17,"reasons":["conf:3","velocity","win:late"],"computed_at":"2026-10-15T05:46:00Z"},"pay":null,"html_url":"https://alion.io/job/quilter-financial-planner-4","json_url":"https://alion.io/job/quilter-financial-planner-4.json","meta":{"generated_at":"2026-10-16T00:21:35Z","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":603,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-17T00:00:00Z"}},"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-4"},{"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-4"},{"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-4"},{"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-4\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fquilter-financial-planner-4"}]}