Financial Planner – New Clients

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter plc oversees £116.2 billion in customer investments (as at end September 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
The business is comprised of two segments: Affluent and High Net Worth.
Affluent encompasses the financial planning businesses, Quilter Financial Planning, the Quilter investment platform and Quilter Investors, the Multi-asset investment solutions business.
High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Private Client Advisers.
At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.
Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!

About the Role

Level: 4

Department: Distribution - QFA

Contract: Permanent

Location: Southampton, United Kingdom (hybrid - 4 days in the office)

Non-Regulated

As part of expansion plans for the Advice Hub we are looking to recruit a team of Financial Planners to focus on onboarding new clients via our Affinity Lead programme. This newly formed team will be based in our flagship Southampton Office.

Working with customers to identify financial requirements and needs as well as recommending suitable investment and advice vehicles to support customers’ financial goals.

This is fully supported financial planner role, with leads provided, a dedicated support team and inhouse paraplanning services available.

The role will also be a regulated role therefore it’s essential the successful candidate is Level 4 Diploma qualified in Financial Advice.

Regulatory Obligations

This regulated role plays an integral role in the oversight of advice and service delivery.

This role will directly impact good customer outcomes by driving strategy, listening and engaging with our customers and ensuring advice standards and processes are adhered to. It supports strong consumer understanding of our propositions and ensuring avoidance of foreseeable harm to our customers.

Duties performed will directly contribute to overall positive outcomes for our customers by ensuring delivery against our commitment to providing positive financial futures.

About You

Located within a commutable distance from Southampton or be prepared to relocate at your expense.

You will have strong knowledge of the Financial Services industry as well as an extensive background in Financial Planning.

As an essential requirement for this role, you must be an experienced Financial Planner with competency status as well being able to demonstrate a significant track record of onboarding new clients.  

You will be an excellent, clear communicator and be able to act with focus and care towards the client.

Adaptable by nature and who can work professionally and ethically. You’ll have a shared vision and disciplined delivery of advice and provision of detailed KPI’s, as well as the ability to work under pressure and to manage good working relationships.

The ideal candidate will be able to demonstrate previous experience in the following key areas:   

• Advice/sales

• Client relationship management

• Attainment of KPIs including lead conversion

• Relevant business development experience

You must have your Level 4 diploma in Financial Advice to be considered for this opportunity.

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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.