Financial Planner
Core
A client and growth-focused Financial Planner who manages an inherited portfolio of circa £45 million, wins new business, and drives profitability for high-net-worth private clients.
Role type
Senior Financial Planner (IC)
Builds
Long-term client relationships and a pipeline of new business for Quilter Cheviot
Domain
Wealth Management / Financial Advice
Deliverable
client delivery
Required skills
Business development, client care, technical financial planning knowledge, regulatory compliance, risk assessment, network building
Preferred skills
Advanced Financial Planning qualifications, Investment Advice Certificate, experience with discretionary investment management
Technologies
FCA regulatory framework, Quilter investment platforms
Responsibilities
Maintain and grow an existing client base with assets under management of circa £45 million; Win new clients through professional networks and referrals; Build and maintain a high-quality pipeline; Own growth plan and targets; Ensure compliance with FCA requirements and Consumer Duty; Advance the firm's external brand and personal reputation.