Quilter | Financial Planner

Responsibilities

• 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.
• The successful candidate will inherit an established client portfolio with assets under management of circa £45 million, providing a strong platform from which to develop existing relationships and drive future growth.
• You will grow this lower and high net worth client base while utilising your own business development skills to attract and onboard new clients.
• You'll have the backing of a strong brand, marketing support and specialist investment teams, allowing you to focus on delivering great outcomes for clients and winning new business.
• You'll drive deeper client engagement by providing holistic advice to existing and prospective clients, increasing assets under advice and overall profitability.
• Using your own network, alongside warm leads generated through 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, including an inherited portfolio with assets under management of circa £45 million.
• 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 promptly 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 excellent client outcomes and maintaining high-quality documentation.
• Advance QC's external brand and develop a strong personal reputation for your professionalism and the quality of your advice and client service.
• This role is within scope of the Consumer Duty and is expected to comply with Quilter Cheviot Consumer Duty policies and requirements.

Requirements

• Senior Managers & Certification Regime (SMCR) Roles.
• 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.
• Experience giving regulated advice to high-net-worth private clients, with strong communication skills and regulatory adherence/ awareness.
• 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.

Quilter

Quilter is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "Advice, investments and wealth management aiming to create brighter financial futures for every generation."

Its finance, accounts, audit and tax openings in India are mostly in Liverpool.

• Industry: BFSI / Investments / Insurance