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: 2
Department: Quilter Cheviot - Advice
Location: Chester or Leeds or Manchester (Hybrid)
Contract Type: Permanent
Regulated/Non-Regulated: Non-regulated
An exciting opportunity within the Client Relationship team of Quilter Cheviot, a fast-growing company and a strong market leader in the Wealth Management industry. This is an ideal opportunity for someone looking to develop within the Financial Planning & Wealth Management industry.
We have a diverse team of Client Relationship team members with vast knowledge and experience. We work alongside the paraplanning team and support a team of Financial Planners. This role is dynamic with the ability to work with a variety of financial products with Quilter and third-party providers.
The business as a whole and the Client Relationship team is very inclusive and one that instils strong teamwork. Quilter is also a company that is keen on personal and professional development.
Preparing high quality meeting packs/recommendation reports and application forms as per advice recommendations in readiness for client meetings.
Submission of new business with various providers, including Quilter Investment Platform and managing the progress of each case to ensure the advice is implemented correctly.
Communicate with clients consistently via telephone and email, providing updates on ongoing cases and assisting with ad-hoc queries in a professional and timely manner.
Maintain accurate client records which are updated accordingly on our inhouse system, X-Plan.
Ensure you have a thorough understanding of the Quilter Cheviot ‘Treating Customers Fairly’ philosophy via various inhouse training.
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Consumer Duty
Whilst this isn’t a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by acting as a gatekeeper to the business. You should be able to challenge, stand up for what’s right and have good attention to detail to able to get the right outcome for our clients.
About You
You will need to be highly organised, proactive and use your initiative.
Ability to manage and prioritise workloads independently and take ownership and responsibility of it.
Collaborate with your colleagues to achieve best client outcomes.
Ability to meet tight deadlines, multi-task and adapt to change quickly.
Possess excellent written skills and high attention to detail.
Positive and professional attitude with the ability to build strong internal and external relationships.
Excellent customer service skills.
Ideally have experience within the financial planning industry to support your understanding of the processes we follow and the products we recommend.
Strong IT skills and proficiency in using Microsoft packages
Confident in delivering engaging training to individuals and groups using established training materials, adapting the delivery approach to suit different levels of knowledge and learning needs.
Strong communication, coaching and problem-solving skills, with the ability to respond constructively to…