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About the role
Key responsibilities & impact- Originate and progress new business opportunities from professional connections (e.g., accountants, solicitors and corporate advisers) and from Quilter’s distribution activity, converting leads into new client relationships.
- Build and maintain a targeted professional network and referral pipeline; plan activity, attend events, and execute disciplined follow-up to deliver sustainable inflows.
- Generate introductions and referrals from a small portfolio of existing clients by delivering high-quality outcomes and asking for advocacy at the right moments; maintain strong relationships that support ongoing growth.
- Own your new-business plan and performance against growth targets (e.g., activity, pipeline, conversions and net flows), working closely with the Area Director and distribution partners to maximise reach and impact.
- Operate within FCA rules and Quilter’s ethical, risk and compliance framework, ensuring all advice, documentation and new client onboarding are completed to the required standards.
Requirements
What you’ll need- Essential Diploma/Level 4 qualified in Financial Planning (minimum).
- Experience delivering regulated advice to private clients, with strong suitability documentation and FCA awareness.
- Desirable Advanced Financial Planning qualifications and/or Investment Advice Certificate (or equivalent).
- Experience advising high‑net‑worth clients and collaborating closely with Discretionary Investment Management.
- Growth mindset with a strong track record in business development—able to originate opportunities, build trust quickly, and convert prospects into long-term clients.
- Strong technical knowledge with sound judgement in risk, suitability and compliance, supported by clear, high-quality client documentation.
- Well-connected with credibility among professional introducers; able to generate new business through relationships, referrals from a small existing client base, and strong alignment to a well-developed distribution strategy.
- Comfortable with change; keeps up to date with industry developments and translates them into clear client outcomes.
Benefits
Comp & perks- Holiday: 182 hours (26 days)
- Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
- Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
- Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
- Life Assurance: 4x your salary.
- Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
- Healthcare Cash Plan: Jersey employees only
- In 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.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningregulated advicesuitability documentationrisk managementcompliancebusiness developmentclient onboardinginvestment advicediscretionary investment managementclient documentation
Soft Skills
growth mindsetrelationship buildingtrust buildingadvocacyadaptabilitycommunicationnetworkingcollaborationdisciplineclient focus
Certifications
Diploma/Level 4 in Financial PlanningAdvanced Financial Planning qualificationsInvestment Advice Certificate