Financial Planner

Quilter

. Maintain and grow an existing client base, including an inherited portfolio with approximately £45 million in assets under management .

Posted 11/9/2026full-timeLiverpool • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Financial Planning and client relationship management, with a strong focus on compliance, business development, and delivering exceptional client outcomes. Proven ability to advise high-net-worth clients while maintaining regulatory standards and advancing brand reputation.

Highest-signal resume keywords

Level 4 Diploma In Financial PlanningExperience Giving Regulated AdviceStrong Client Care SkillsBusiness Development SkillsRegulatory Adherence

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Holistic AdviceTechnical Knowledge Of Client SolutionsRisk AssessmentSuitability AnalysisCompliance KnowledgeClient Outcome GenerationPipeline ManagementEvent Management

Soft Skills

Strong Communication SkillsTrust BuildingAdaptability

Certifications & Qualifications

Advanced Financial Planning QualificationsInvestment Advice Certificate

Industry Keywords

High-Net-Worth ClientsFCA ComplianceQuilter ValuesProfessional NetworkingDiscretionary Investment Management

About the role

Key responsibilities & impact

Maintain and grow an existing client base, including an inherited portfolio with approximately £45 million in assets under management
Win new clients through professional networks and Quilter referrals
Build and maintain a high-quality business pipeline
Run events and follow up promptly to generate new business
Own growth plans and targets covering activity, pipeline and conversion
Provide holistic advice to existing and prospective clients
Increase assets under advice and overall profitability
Ensure compliance with FCA requirements, Quilter values and standards
Generate excellent client outcomes and maintain high-quality documentation
Advance Quilter Cheviot’s external brand and personal reputation through professional advice and client service
Collaborate with marketing, colleagues, specialist investment teams, the Area Director and distribution partners

Requirements

What you’ll need

Level 4 (Diploma) in Financial Planning (minimum)
Experience giving regulated advice to high-net-worth private clients
Strong communication skills
Regulatory adherence and awareness
Strong client care and business development skills
Strong technical knowledge of client solutions, risk, suitability and compliance
Ability to build trust quickly and convert prospects into long-term clients
Professional network and ability to generate business through referrals
Adaptability and up-to-date market knowledge
Advanced Financial Planning qualifications and/or Investment Advice Certificate (or equivalent) desirable
Experience advising existing and new high-net-worth clients and working closely with Discretionary Investment Management desirable

Benefits

Comp & perks

182 hours holiday (26 days)
Quilter Incentive Scheme; all employees are eligible to participate
Non-contributory company pension scheme, boostable through personal contributions
Private Medical Insurance, with options to include partner or children
Life Assurance at 4x salary
Income Protection at 75% of salary, less state benefits, payable after 26 weeks of absence
Healthcare Cash Plan for Jersey employees only
Flexible benefits for UK employees, payable via salary deduction