Financial Planner

About the Business

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)

 #LI-VS1 #QC #QuilterCheviot

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 going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

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.