About the Role
Level: 4
Location: Exeter or Bristol
Department: Advice - Financial Planning
Contract: Permanent
Responsibilities
* Develop new client relationships and grow assets through a well‑developed distribution strategy.
* Originate and progress new business opportunities from professional connections (e.g., accountants, solicitors, corporate advisers) and from Quilter's distribution activity, converting leads into new client relationships.
* Build & maintain a targeted professional network and referral pipeline; plan activity, attend events, execute disciplined follow‑up to deliver sustainable inflows.
* Generate introductions and referrals from a small portfolio of existing clients by delivering high‑quality outcomes and asking for advocacy at the right moments; maintain strong relationships that support ongoing growth.
* Own your new‑business plan and performance against growth targets (activity, pipeline, conversions, net flows), working closely with the Area Director and distribution partners to maximise reach and impact.
* Operate within FCA rules and Quilter's ethical, risk and compliance framework, ensuring all advice, documentation and new client onboarding are completed to the required standards.
Consumer Duty
This role is within scope of the Consumer Duty and is expected to comply with Quilter Cheviot Consumer Duty policies and requirements.
About You
* Growth mindset with strong track record in business development – able to originate opportunities, build trust quickly, and convert prospects into long‑term clients.
* Strong technical knowledge with sound judgement in risk, suitability and compliance, supported by clear, high‑quality client documentation.
* Well‑connected with credibility among professional introducers; able to generate new business through relationships, referrals from a small existing client base, and strong alignment to a well‑developed distribution strategy.
* Comfortable with change; keeps up to date with industry developments and translates them into clear client outcomes.
Essential
* Diploma/Level 4 qualified in Financial Planning (minimum).
* Experience delivering regulated advice to private clients, with strong suitability documentation and FCA awareness.
Desirable
* Advanced Financial Planning qualifications and/or Investment Advice Certificate (or equivalent).
* Experience advising high‑net‑worth clients and collaborating closely with Discretionary Investment Management.
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.
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
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