Wealth Planner - Grow HNW Client Relationships

Posted 18 hours 39 minutes ago by Quilter plc

Permanent
Full Time
Other
Cheshire, Chester, United Kingdom, CH1 1
Job Description

Quilter Cheviot in the UK seeks a Financial Planner to manage an established client portfolio and drive growth. You'll build relationships with high-net-worth clients, cross-sell discretionary investment solutions, and win new business with support from marketing and investment specialists.

Based in Chester, Liverpool, or Manchester, the role offers a strong platform and a path to senior client advisory responsibilities while maintaining FCA compliance and high-quality documentation.