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Senior Financial Planner for High Net Worth Clients

Posted 8 days 5 hours ago by Quilter plc

Permanent
Full Time
Other
Staffordshire, Birmingham, United Kingdom, B19 1
Job Description

Quilter Cheviot in Birmingham is seeking an experienced Financial Planner to service an existing portfolio of high-net-worth clients. You will deliver excellent financial advice and outstanding ongoing service, building on long term relationships that drive satisfaction, loyalty and trust.

You'll grow assets under advice by leveraging your own network, warm Quilter leads and self-generated opportunities, while working closely with Investment Managers and discretionary specialists.

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