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 £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.
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: 4
Department: Advice
Location: Birmingham
Contract: Permanent
We 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.
You’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.
Using 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.
Maintain and grow an existing client base
Provide an excellent ongoing service aligned to agreed service levels
Deliver clear, high-quality and compliant financial advice to high-net-worth clients
Deepen existing relationships, that drive satisfaction and loyalty, increasing share of clients’ total investable wealth
Build and maintain a high-quality pipeline, following up quickly and creating a consistent flow of new business
Generate new business through client referrals and professional connections
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 great client outcomes and documentation
Work closely with Investment Managers and colleagues across Quilter’s Wealth Management Division
Consumer Duty
This role is within scope of the Consumer Duty and is expected to comply with Quilter Cheviot Consumer Duty policies and requirements.
Senior Managers & Certification Regime (SMCR) Roles
4) Functions requiring qualifications 7) Client-Dealing
About You
· An experienced Financial Planner with a strong focus on service excellence
· Passionate about delivering great client outcomes and building long-term relationships
· Commercially minded, with the ability to grow business through trust and referrals
· Strong technical knowledge and confidence operating in a regulated environment
· Level 4 qualified in Financial Planning as a minimum (advanced qualifications desirable)
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Inclusion & Diversity
We 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.
Values
Do the right thing: We act with integrity and are proudly committed to…