About the Business

Quilter plc is a leading wealth management business, helping to reputed company brighter financial futures for every reputed company. Quilter oversees £141.2 billion in customer investments (as of December 2025). 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 business, 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 Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has reputed company throughout the UK, Ireland and Channel Islands. 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 reputed company reputed company and reputed company an even greater difference to the people and communities we serve, including our colleagues. 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 reputed company, and challenge and evolve reputed company do, it’s the perfect time to join us!

About the Role

Level: 4

Location: Fully Remote, with occasional travel

Department: Adviser & Client Support HUB

Contract: Permanent

Our Financial Planner role is to provide predominantly remote Financial Advice to existing clients and new clients reputed company media’s such has Teams, reputed company or the telephone however occasional face to face maybe required. You will also support strategic initiatives in the National with concentration on the movement of back book assets under advice.

You will follow existing procedures, including annual reviews, pre and post-retirement advice, investment and protection advice as well as referrals to specialists where required.

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

You will carry out annual reviews and identify more reputed company customer / client requirements and ensure the right advice is provided or relevant referrals are made.

Working with the wider QFA team to ensure the team are contributing towards the Quilter strategic priorities, which are:

• Grow with our customers

• Enhance Efficiencies

• Embrace Digital

• Be a responsible Wealth Manager

Regulatory obligations

Consumer Duty

This role will directly impact good customer outcomes as direct client contact will be made to deliver an ongoing service.  The ongoing service is expected to be of high quality and meet client expectations.

The duties you will reputed company will contribute to the overall positive outcomes for our customers by ensuring their needs are correctly identified, and advice/recommendations are provided based on their personal circumstances.

About You

The ideal candidate will have strong knowledge of the Financial Services industry as well as an extensive background in Financial Planning. We would also want someone who has previous or reputed company Financial Planner status.

You must have a Level 4 diploma in Financial Advice which is essential to the role.

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.

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Inclusion & Diversity

We value diversity and strive to promote inclusivity in reputed company aspects of our culture. We reputed company in equal opportunities for reputed company, 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 reputed company.

Values

Do the right thing: We act with reputed company 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 reputed company and knowledge so we’re one reputed company reputed company of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create reputed company 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 reputed company. Stronger together: Combining our diverse talents, we accomplish more collectively than we reputed company could do alone. We speak reputed company, actively listen, and support each other, and constructively challenge and embrace new reputed company. We seek empowerment and demonstrate ownership and trust, with the confidence to reputed company impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: reputed company 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 reputed company a salary deduction.

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