Financial Planner

Quilter

Financial Planner enhancing client relationships and business growth at Quilter. Driving client engagement and providing tailored financial advice to high-net-worth clients.

Posted 6/3/2026full-timeExeter • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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.
You will grow the lower and high net worth aligned existing client base alongside utilising your own business development skills to grow the client base.
You’ll have the backing of a strong brand, marketing support and specialist investment teams—so you can focus on doing great work for clients and winning new ones.
You’ll drive deeper client engagement providing holistic advice to the existing clients’ and also new client growth increasing assets under advice and overall profitability.
Using your own network (and warm leads from 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.
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 quickly 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 great client outcomes and documentation.
Advancing QC’s external Brand and developing a strong personal reputation for your professionalism and the quality of your advice / client service.

Requirements

What you’ll need

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.
Well connected with professional introducers; able to generate new business through referrals and an agreed distribution plan.
Adaptable and up to date with the market, turning insights into clear, positive outcomes for clients.
Essential Level 4 (Diploma) in Financial Planning (minimum).
Experience giving regulated advice to high-net-worth private clients, with strong communication skills and regulatory adherence/ awareness.
Desirable 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.

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.

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Hard Skills & Tools

financial planningbusiness developmentclient solutionsrisk assessmentcomplianceclient documentationinvestment advicediscretionary investment managementregulated advicepipeline management

Soft Skills

client caretrust buildingcommunicationadaptabilityrelationship managementnetworkingcoachingproblem-solvinginsight generationprofessionalism

Certifications

Level 4 Diploma in Financial PlanningAdvanced Financial Planning qualificationsInvestment Advice Certificate